LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
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
+$1.03M
2
+$833K
3
+$812K
4
NVDA icon
NVIDIA
NVDA
+$649K
5
AON icon
Aon
AON
+$627K

Top Sells

1
+$3.69M
2
+$3.18M
3
+$2.68M
4
AAPL icon
Apple
AAPL
+$2.07M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.34M

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
576
$478K 0.02%
2,223
-24
577
$477K 0.02%
12,331
-801
578
$477K 0.02%
2,329
+436
579
$475K 0.02%
230,621
-50
580
$474K 0.02%
11,270
581
$472K 0.02%
7,583
+72
582
$471K 0.02%
11,791
-32
583
$469K 0.02%
+11,503
584
$469K 0.02%
1,693
585
$468K 0.02%
5,459
-302
586
$465K 0.02%
29,563
-631
587
$463K 0.02%
8,317
-729
588
$459K 0.02%
4,430
-64
589
$459K 0.02%
22,484
-138
590
$459K 0.02%
75,166
+2,683
591
$455K 0.02%
6,783
-686
592
$454K 0.02%
10,255
593
$453K 0.02%
+6,828
594
$453K 0.02%
3,594
-232
595
$452K 0.02%
10,300
596
$452K 0.02%
13,902
-340
597
$452K 0.02%
5,689
+555
598
$450K 0.02%
7,572
-34
599
$449K 0.02%
4,684
-999
600
$448K 0.02%
6,176
+784
22 23
24
25 26