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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
CAE icon
701
CAE Inc
CAE
$7.94B
$347K 0.01%
11,707
+35
+0.3% +$985
EPD icon
702
Enterprise Products Partners
EPD
$82.6B
$346K 0.01%
11,069
– –
GRND icon
703
Grindr
GRND
$2.71B
$345K 0.01%
23,000
-31
-0.1% -$543
ALLY icon
704
Ally Financial
ALLY
$14B
$344K 0.01%
8,787
+4
+0% +$160
LECO icon
705
Lincoln Electric
LECO
$13.8B
$344K 0.01%
1,460
+19
+1% +$4.45K
EME icon
706
Emcor
EME
$33.1B
$344K 0.01%
530
+63
+13% +$38.2K
TWLO icon
707
Twilio
TWLO
$31.4B
$343K 0.01%
3,431
-233
-6% -$26.2K
VONV icon
708
Vanguard Russell 1000 Value ETF
VONV
$20.4B
$342K 0.01%
3,831
-83
-2% -$7.25K
VGK icon
709
Vanguard FTSE Europe ETF
VGK
$30B
$340K 0.01%
4,259
– –
CLS icon
710
Celestica
CLS
$34.6B
$339K 0.01%
+1,374
New +$277K
ANRO icon
711
Alto Neuroscience
ANRO
$1.07B
$338K 0.01%
84,162
– –
CNC icon
712
Centene
CNC
$32.8B
$337K 0.01%
9,447
+3,243
+52% +$98K
UAL icon
713
United Airlines
UAL
$37.5B
$336K 0.01%
3,483
+502
+17% +$48.3K
LYB icon
714
LyondellBasell Industries
LYB
$19.1B
$335K 0.01%
6,826
-927
-12% -$52.3K
NICE icon
715
Nice
NICE
$5.87B
$334K 0.01%
2,309
-372
-14% -$55.8K
PAC icon
716
Grupo Aeroportuario del Pacifico
PAC
$13.1B
$334K 0.01%
1,409
+33
+2% +$7.92K
PPG icon
717
PPG Industries
PPG
$26.2B
$332K 0.01%
3,162
+272
+9% +$30.2K
DG icon
718
Dollar General
DG
$27.7B
$331K 0.01%
3,203
+378
+13% +$41.4K
BLD
719
DELISTED
TopBuild
BLD
$330K 0.01%
844
+27
+3% +$10.8K
LH icon
720
Labcorp
LH
$23.2B
$330K 0.01%
1,148
+60
+6% +$16.1K
WWD icon
721
Woodward
WWD
$23.4B
$329K 0.01%
1,302
-1
-0.1% -$248
ZBH icon
722
Zimmer Biomet
ZBH
$17.6B
$329K 0.01%
3,338
+55
+2% +$5.45K
HUBB icon
723
Hubbell
HUBB
$25.8B
$328K 0.01%
763
+50
+7% +$21.5K
DCI icon
724
Donaldson
DCI
$10.5B
$328K 0.01%
4,008
+164
+4% +$12.4K
AEE icon
725
Ameren
AEE
$30.9B
$328K 0.01%
3,141
+92
+3% +$9.18K
27 28
29
30 31

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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
Permira Holdings St. Peter Port, Guernsey $2.04B AUM 4.57% 1-Year Est. Return
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.