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
51
$6.57M 0.3%
23,646
-3,239
52
$6.54M 0.3%
57,392
-893
53
$6.48M 0.3%
21,288
-1,100
54
$6.42M 0.29%
28,038
-44
55
$6.34M 0.29%
23,387
-668
56
$6.22M 0.28%
116,898
-8,136
57
$6.19M 0.28%
82,454
+11,250
58
$6.12M 0.28%
30,280
+437
59
$6M 0.27%
77,070
+1,835
60
$5.99M 0.27%
52,065
+709
61
$5.95M 0.27%
9,586
-94
62
$5.8M 0.27%
11,721
-407
63
$5.7M 0.26%
17,698
+44
64
$5.66M 0.26%
87,281
-3,330
65
$5.64M 0.26%
9,117
-171
66
$5.61M 0.26%
22,749
+115
67
$5.47M 0.25%
37,142
-2,314
68
$5.45M 0.25%
3,821
-31
69
$5.2M 0.24%
26,784
-23
70
$5.2M 0.24%
10,909
-144
71
$5.14M 0.24%
28,778
-1,802
72
$5.13M 0.23%
53,289
-3,352
73
$4.93M 0.23%
221,183
+221
74
$4.88M 0.22%
5,454
+14
75
$4.82M 0.22%
12,311
-783
1 2
3
4 5