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
676
$350K 0.02%
7,465
+133
677
$349K 0.02%
3,114
-85
678
$348K 0.02%
4,925
-13
679
$347K 0.02%
10,246
+1,259
680
$347K 0.02%
30,205
-337
681
$346K 0.02%
1,278
-133
682
$344K 0.02%
2,587
-85
683
$343K 0.02%
6,758
-59
684
$343K 0.02%
6,823
+67
685
$342K 0.02%
11,546
-1,467
686
$340K 0.02%
6,826
687
$339K 0.02%
16,185
688
$338K 0.02%
8,610
689
$338K 0.02%
9,623
-1,004
690
$337K 0.02%
9,459
-662
691
$336K 0.02%
8,588
-23
692
$336K 0.02%
10,000
693
$335K 0.02%
4,443
-181
694
$334K 0.02%
5,726
-1
695
$332K 0.02%
2,713
-104
696
$330K 0.02%
3,368
+566
697
$330K 0.02%
25,442
+334
698
$329K 0.02%
1,671
-36
699
$327K 0.01%
6,329
-391
700
$326K 0.01%
4,843
26 27
28
29 30