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
601
$447K 0.02%
11,236
-1
602
$446K 0.02%
6,830
+150
603
$445K 0.02%
10,724
604
$444K 0.02%
6,326
-535
605
$444K 0.02%
4,116
-610
606
$442K 0.02%
2,061
-237
607
$441K 0.02%
31,103
+148
608
$440K 0.02%
10,830
609
$437K 0.02%
1,372
+2
610
$437K 0.02%
3,368
-553
611
$436K 0.02%
7,081
+1,859
612
$435K 0.02%
9,229
-26
613
$434K 0.02%
3,417
+136
614
$431K 0.02%
14,823
+1,000
615
$430K 0.02%
6,416
-3,184
616
$428K 0.02%
2,687
-127
617
$425K 0.02%
11,234
+107
618
$424K 0.02%
10,183
+1,878
619
$422K 0.02%
4,082
-345
620
$421K 0.02%
10,742
-198
621
$421K 0.02%
20,984
-465
622
$421K 0.02%
+8,368
623
$420K 0.02%
8,669
-456
624
$419K 0.02%
5,239
-54
625
$415K 0.02%
2,328
+272
23 24
25
26 27