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
726
$304K 0.01%
13,797
-75
727
$303K 0.01%
19,732
+3,272
728
$302K 0.01%
6,405
+1,210
729
$301K 0.01%
3,389
-137
730
$301K 0.01%
6,805
-12
731
$300K 0.01%
1,020
-79
732
$300K 0.01%
18,140
-278
733
$300K 0.01%
1,658
-9
734
$299K 0.01%
1,558
+8
735
$299K 0.01%
5,017
+203
736
$298K 0.01%
1,105
+17
737
$298K 0.01%
695
+31
738
$296K 0.01%
3,874
-538
739
$296K 0.01%
3,126
+770
740
$294K 0.01%
7,751
+849
741
$294K 0.01%
1,262
-297
742
$293K 0.01%
2,966
-142
743
$293K 0.01%
7,650
744
$293K 0.01%
3,970
745
$288K 0.01%
541
-32
746
$286K 0.01%
2,103
-52
747
$286K 0.01%
9,181
-304
748
$286K 0.01%
1,279
-104
749
$285K 0.01%
2,790
+12
750
$285K 0.01%
11,688
-1,123
28 29
30
31 32