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
551
$518K 0.02%
26,020
-754
552
$514K 0.02%
10,052
-1,144
553
$512K 0.02%
32,682
554
$511K 0.02%
552
+29
555
$509K 0.02%
4,555
-14
556
$507K 0.02%
2,023
-9
557
$507K 0.02%
2,776
-70
558
$505K 0.02%
2,131
-29
559
$505K 0.02%
16,647
-505
560
$504K 0.02%
24,717
561
$500K 0.02%
3,149
+74
562
$498K 0.02%
47,619
563
$497K 0.02%
2,971
-107
564
$496K 0.02%
17,910
565
$490K 0.02%
10,307
+145
566
$489K 0.02%
8,169
-366
567
$489K 0.02%
15,454
-1,340
568
$488K 0.02%
9,711
-471
569
$486K 0.02%
2,980
+4
570
$485K 0.02%
2,001
-42
571
$484K 0.02%
34,053
-6,738
572
$483K 0.02%
3,701
-121
573
$482K 0.02%
1,870
-94
574
$481K 0.02%
5,729
+68
575
$480K 0.02%
4,534
-9,252
21 22
23
24 25