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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
ATR icon
626
AptarGroup
ATR
$8.23B
$437K 0.02%
3,273
+35
+1% +$5.06K
HMC icon
627
Honda
HMC
$36.3B
$434K 0.02%
14,093
+7
+0% +$228
MKC icon
628
McCormick & Company Non-Voting
MKC
$13.5B
$434K 0.02%
6,486
-365
-5% -$25.6K
ARCC icon
629
Ares Capital
ARCC
$13.4B
$432K 0.02%
21,179
+7,400
+54% +$164K
FUTU icon
630
Futu Holdings
FUTU
$13.9B
$432K 0.02%
2,485
-7
-0.3% -$1.16K
VALE icon
631
Vale
VALE
$63.1B
$431K 0.02%
39,664
-1,247
-3% -$12.7K
ASR icon
632
Grupo Aeroportuario del Sureste
ASR
$8.1B
$429K 0.02%
1,328
+39
+3% +$12.6K
NBTB icon
633
NBT Bancorp
NBTB
$2.67B
$428K 0.02%
10,247
– –
UGI icon
634
UGI
UGI
$7.92B
$426K 0.02%
12,823
+1,023
+9% +$35.8K
LSTR icon
635
Landstar System
LSTR
$7.06B
$424K 0.02%
3,462
-67
-2% -$8.89K
OHI icon
636
Omega Healthcare
OHI
$15.2B
$421K 0.02%
9,969
+4,353
+78% +$176K
OTIS icon
637
Otis Worldwide
OTIS
$27.2B
$420K 0.02%
4,593
-709
-13% -$64.4K
WMS icon
638
Advanced Drainage Systems
WMS
$10.8B
$420K 0.02%
3,027
+43
+1% +$5.65K
EFV icon
639
iShares MSCI EAFE Value ETF
EFV
$27.3B
$419K 0.02%
6,178
+748
+14% +$49.3K
FDS icon
640
Factset
FDS
$8.68B
$418K 0.02%
1,460
+793
+119% +$303K
JBL icon
641
Jabil
JBL
$33.7B
$418K 0.02%
1,925
+208
+12% +$45.3K
AER icon
642
AerCap
AER
$23.4B
$417K 0.02%
3,448
+205
+6% +$23.9K
WPC icon
643
W.P. Carey
WPC
$16.7B
$415K 0.02%
6,140
-52
-0.8% -$3.4K
VRT icon
644
Vertiv
VRT
$117B
$413K 0.02%
2,737
+174
+7% +$23.2K
IQLT icon
645
iShares MSCI Intl Quality Factor ETF
IQLT
$13.6B
$413K 0.02%
9,336
-47
-0.5% -$2.03K
CIGI icon
646
Colliers International
CIGI
$4.8B
$409K 0.02%
2,618
– –
GGG icon
647
Graco
GGG
$12.9B
$407K 0.02%
4,793
+98
+2% +$8.38K
VRSN icon
648
VeriSign
VRSN
$23.8B
$406K 0.02%
1,453
-111
-7% -$31K
UPS icon
649
United Parcel Service
UPS
$97B
$403K 0.02%
4,826
-1,372
-22% -$124K
ET icon
650
Energy Transfer Partners
ET
$70.3B
$402K 0.02%
23,413
+2
+0% +$35
24 25
26
27 28

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TAM
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PHK
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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
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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.