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
651
$377K 0.02%
23,508
652
$377K 0.02%
8,018
-328
653
$376K 0.02%
7,692
+1,347
654
$376K 0.02%
4,349
655
$376K 0.02%
15,886
+14,770
656
$376K 0.02%
15,701
+558
657
$375K 0.02%
3,445
-383
658
$372K 0.02%
1,351
+202
659
$371K 0.02%
929
-18
660
$370K 0.02%
3,748
661
$369K 0.02%
9,594
662
$369K 0.02%
4,585
+336
663
$368K 0.02%
1,581
+101
664
$367K 0.02%
9,504
-739
665
$366K 0.02%
7,169
+13
666
$366K 0.02%
2,198
+164
667
$366K 0.02%
4,545
-29
668
$365K 0.02%
10,100
669
$364K 0.02%
7,330
-205
670
$361K 0.02%
1,312
-42
671
$361K 0.02%
9,236
-1,314
672
$358K 0.02%
3,980
-101
673
$353K 0.02%
10,847
674
$352K 0.02%
10,531
-236
675
$351K 0.02%
125,926
+30,253
25 26
27
28 29