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
701
$324K 0.01%
1,703
-285
702
$322K 0.01%
16,304
+203
703
$322K 0.01%
2,383
-17
704
$322K 0.01%
2,071
-19
705
$321K 0.01%
10,895
+2,027
706
$320K 0.01%
3,963
+356
707
$320K 0.01%
7,698
708
$320K 0.01%
6,292
-329
709
$320K 0.01%
7,670
-660
710
$318K 0.01%
7,690
-261
711
$316K 0.01%
5,498
+435
712
$315K 0.01%
2,996
-2,273
713
$315K 0.01%
5,860
714
$313K 0.01%
681
-29
715
$313K 0.01%
7,630
+852
716
$313K 0.01%
635
-4
717
$311K 0.01%
5,415
+19
718
$310K 0.01%
3,805
-224
719
$310K 0.01%
40,489
-1,036
720
$308K 0.01%
12,299
-153
721
$307K 0.01%
1,046
-9
722
$307K 0.01%
38,073
723
$307K 0.01%
11,529
-155
724
$305K 0.01%
6,728
-33
725
$305K 0.01%
3,850
+9
27 28
29
30 31