LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.19B
AUM Growth
+$70.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
950
New
Increased
Reduced
Closed

Top Buys

1
+$963K
2
+$845K
3
+$826K
4
NVDA icon
NVIDIA
NVDA
+$667K
5
AON icon
Aon
AON
+$663K

Top Sells

1
+$3.84M
2
+$3.25M
3
+$2.7M
4
AAPL icon
Apple
AAPL
+$2.16M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.32M

Sector Composition

1 Technology 28.78%
2 Financials 10.09%
3 Healthcare 9.36%
4 Consumer Discretionary 8.27%
5 Communication Services 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$552K 0.03%
58,942
+59
527
$550K 0.03%
6,824
-124
528
$547K 0.03%
46,841
+376
529
$547K 0.03%
46,199
-318
530
$544K 0.02%
10,618
531
$544K 0.02%
4,007
-1,132
532
$543K 0.02%
51,392
-3,076
533
$542K 0.02%
7,986
-387
534
$541K 0.02%
19,739
+703
535
$541K 0.02%
5,764
-21
536
$539K 0.02%
29,865
-1,648
537
$533K 0.02%
8,959
-295
538
$531K 0.02%
5,102
+417
539
$529K 0.02%
12,787
540
$529K 0.02%
272
-8
541
$528K 0.02%
3,040
-204
542
$527K 0.02%
257
+65
543
$527K 0.02%
336
-114
544
$526K 0.02%
7,085
-64
545
$524K 0.02%
11,106
-1,262
546
$524K 0.02%
3,955
-537
547
$523K 0.02%
22,360
+259
548
$522K 0.02%
4,670
-1,544
549
$522K 0.02%
6,274
+334
550
$521K 0.02%
5,413
-35
20 21
22
23 24