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
626
$413K 0.02%
3,804
+100
627
$413K 0.02%
2,075
+238
628
$411K 0.02%
5,701
-11
629
$409K 0.02%
3,733
+14
630
$409K 0.02%
1,678
631
$408K 0.02%
4,661
-7
632
$407K 0.02%
2,034
-74
633
$406K 0.02%
15,177
+273
634
$403K 0.02%
1,425
-66
635
$400K 0.02%
2,201
-29
636
$399K 0.02%
3,324
+42
637
$399K 0.02%
2,627
-139
638
$398K 0.02%
9,592
639
$398K 0.02%
1,079
-612
640
$394K 0.02%
3,326
-519
641
$392K 0.02%
3,643
-336
642
$391K 0.02%
5,948
-100
643
$386K 0.02%
57,788
+12,467
644
$385K 0.02%
209
-2
645
$384K 0.02%
3,848
+133
646
$383K 0.02%
11,004
+1,882
647
$383K 0.02%
17,317
-2,674
648
$382K 0.02%
1,310
-50
649
$379K 0.02%
2,095
-41
650
$377K 0.02%
19,018
24 25
26
27 28