We are live on ! Find out more
LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
This Quarter Est. Return
+9.87%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.45B
AUM Growth
+$203M
Cap. Flow
+$20.9M
Cap. Flow %
0.85%
Top 10 Hldgs %
33.39%
Holding
972
New
42
Increased
479
Reduced
318
Closed
41

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$6.64M
2
SNX icon
TD Synnex
SNX
+$3.48M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.87M
4
NVDA icon
NVIDIA
NVDA
+$1.38M
5
AVGO icon
Broadcom
AVGO
+$1.33M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$3.56M
2
LYFT icon
Lyft
LYFT
+$1.58M
3
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.26M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.07M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$954K

Sector Composition

Rank Sector Weight
1 Technology 29.98%
2 Financials 11.26%
3 Consumer Discretionary 8.22%
4 Communication Services 8.07%
5 Healthcare 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HALO icon
526
Halozyme
HALO
$9.59B
$580K 0.02%
7,912
-1,503
-16% -$99.8K
ALNY icon
527
Alnylam Pharmaceuticals
ALNY
$35.9B
$577K 0.02%
1,266
+40
+3% +$16.3K
SSNC icon
528
SS&C Technologies
SSNC
$16.1B
$577K 0.02%
6,503
+160
+3% +$13.8K
MBB icon
529
iShares MBS ETF
MBB
$38.9B
$577K 0.02%
6,059
+23
+0.4% +$2.16K
FANG icon
530
Diamondback Energy
FANG
$57.8B
$574K 0.02%
4,011
-169
-4% -$24.1K
EQNR icon
531
Equinor
EQNR
$97.4B
$573K 0.02%
23,514
+1,632
+7% +$40.9K
AVB icon
532
AvalonBay Communities
AVB
$27.1B
$573K 0.02%
2,964
-331
-10% -$64.5K
FTS icon
533
Fortis
FTS
$29.8B
$573K 0.02%
11,284
-737
-6% -$36.2K
ETR icon
534
Entergy
ETR
$54B
$567K 0.02%
6,089
-21
-0.3% -$1.85K
CMA
535
DELISTED
Comerica
CMA
$567K 0.02%
8,272
+159
+2% +$10.7K
STN icon
536
Stantec
STN
$7.61B
$566K 0.02%
5,254
-59
-1% -$6.45K
BWXT icon
537
BWX Technologies
BWXT
$16.2B
$564K 0.02%
3,058
-251
-8% -$40.4K
EWJ icon
538
iShares MSCI Japan ETF
EWJ
$21.7B
$561K 0.02%
7,000
+3,500
+100% +$271K
OXY icon
539
Occidental Petroleum
OXY
$57.3B
$560K 0.02%
11,855
+189
+2% +$8.54K
VLTO icon
540
Veralto
VLTO
$22.5B
$560K 0.02%
5,252
+26
+0.5% +$2.74K
FICO icon
541
Fair Isaac
FICO
$28B
$560K 0.02%
374
+41
+12% +$61.7K
F icon
542
Ford
F
$56.4B
$558K 0.02%
46,660
-2,888
-6% -$33.3K
TAK icon
543
Takeda Pharmaceutical
TAK
$53.7B
$557K 0.02%
38,074
-6,794
-15% -$101K
DXCM icon
544
DexCom
DXCM
$27.2B
$556K 0.02%
8,260
+905
+12% +$71.6K
EXPE icon
545
Expedia Group
EXPE
$30.9B
$555K 0.02%
2,597
+178
+7% +$35.7K
NXT icon
546
Nextpower Inc
NXT
$15.8B
$554K 0.02%
+7,490
New +$483K
NIO icon
547
NIO
NIO
$11.6B
$554K 0.02%
72,710
+14,825
+26% +$79.9K
J icon
548
Jacobs Solutions
J
$15.6B
$553K 0.02%
3,693
+308
+9% +$44.3K
LDOS icon
549
Leidos
LDOS
$13.9B
$553K 0.02%
2,925
+34
+1% +$5.92K
E icon
550
ENI
E
$75.4B
$551K 0.02%
15,762
+38
+0.2% +$1.31K
20 21
22
23 24

Similar funds

TAM
Thematics Asset Management Paris, France $2.2B AUM 18.17% 1-Year Est. Return
PHK
Point72 Hong Kong Hong Kong $2.18B AUM 89.02% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
PE
Point72 Europe London, United Kingdom $2.04B AUM 25.99% 1-Year Est. Return
PH
Permira Holdings St. Peter Port, Guernsey $2.04B AUM 4.57% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
CCB
Country Club Bank Kansas City, Missouri $1.69B AUM 16.93% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, Laird Norton Wetherby Wealth Management held 972 positions worth $2.45B, up 9% from $2.25B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Laird Norton Wetherby Wealth Management's Q3 2025 filing shows 42 new, 479 increased, 318 reduced and 41 closed positions. Its largest new stake was Nextpower Inc: 7,490 shares worth $554K. The largest sale was Apple, an estimated $3.56M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 29% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Laird Norton Wetherby Wealth Management's largest Q3 2025 buy was Nextpower Inc: 7,490 shares worth $554K.
  • Laird Norton Wetherby Wealth Management added most to Microsoft in Q3 2025, an estimated $6.64M increase.
  • Laird Norton Wetherby Wealth Management's biggest Q3 2025 reduction was Apple, cutting an estimated $3.56M.
  • Laird Norton Wetherby Wealth Management fully exited iShares Floating Rate Bond ETF in Q3 2025, selling an estimated $1.26M.
  • Laird Norton Wetherby Wealth Management's ten largest holdings make up 33% of its $2.45B portfolio in Q3 2025.
  • Laird Norton Wetherby Wealth Management opened 42 new positions and closed 41 in Q3 2025.
  • Laird Norton Wetherby Wealth Management's portfolio value rose 9% quarter-over-quarter to $2.45B.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.