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LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
This Quarter Est. Return
+2.6%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.09B
AUM Growth
-$101M
Cap. Flow
-$120M
Cap. Flow %
-5.77%
Top 10 Hldgs %
33.57%
Holding
958
New
26
Increased
166
Reduced
615
Closed
60

Top Buys

Rank Stock Value
1
BND icon
Vanguard Total Bond Market
BND
+$1.92M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$727K
3
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$667K
4
CNH
CNH Industrial
CNH
+$659K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$576K

Top Sells

Rank Stock Value
1
GRND icon
Grindr
GRND
+$14.1M
2
AAPL icon
Apple
AAPL
+$10.6M
3
NVDA icon
NVIDIA
NVDA
+$6.63M
4
MSFT icon
Microsoft
MSFT
+$4.74M
5
AMZN icon
Amazon
AMZN
+$4.41M

Sector Composition

Rank Sector Weight
1 Technology 28.97%
2 Financials 10.55%
3 Consumer Discretionary 9.01%
4 Healthcare 8.18%
5 Communication Services 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MGM icon
726
MGM Resorts International
MGM
$11.4B
$272K 0.01%
7,850
-1,386
-15% -$52.4K
ARW icon
727
Arrow Electronics
ARW
$11.4B
$272K 0.01%
2,403
-184
-7% -$22.7K
VRT icon
728
Vertiv
VRT
$106B
$272K 0.01%
2,391
+51
+2% +$6.06K
VGK icon
729
Vanguard FTSE Europe ETF
VGK
$31.1B
$270K 0.01%
4,259
-6,425
-60% -$429K
MDB icon
730
MongoDB
MDB
$29.8B
$270K 0.01%
1,160
-118
-9% -$33.3K
ALNY icon
731
Alnylam Pharmaceuticals
ALNY
$28.9B
$270K 0.01%
1,147
-204
-15% -$53.7K
BOKF icon
732
BOK Financial
BOKF
$8.78B
$270K 0.01%
2,532
– –
NI icon
733
NiSource
NI
$20.8B
$268K 0.01%
7,303
+291
+4% +$10.4K
ALK icon
734
Alaska Air
ALK
$5.66B
$268K 0.01%
4,140
-397
-9% -$20.9K
CSGP icon
735
CoStar Group
CSGP
$12B
$268K 0.01%
3,744
-699
-16% -$52.8K
MTB icon
736
M&T Bank
MTB
$36.1B
$268K 0.01%
1,424
-67
-4% -$13.3K
AEE icon
737
Ameren
AEE
$30B
$268K 0.01%
3,002
-117
-4% -$10.5K
AFRM icon
738
Affirm
AFRM
$25.6B
$266K 0.01%
+4,376
New +$243K
DT icon
739
Dynatrace
DT
$14.2B
$266K 0.01%
4,898
+604
+14% +$32.9K
MPWR icon
740
Monolithic Power Systems
MPWR
$66.8B
$266K 0.01%
449
-103
-19% -$74.6K
REG icon
741
Regency Centers
REG
$14.1B
$266K 0.01%
3,595
+52
+1% +$3.8K
TER icon
742
Teradyne
TER
$60.2B
$266K 0.01%
2,109
-5
-0.2% -$592
TDY icon
743
Teledyne Technologies
TDY
$31.9B
$265K 0.01%
571
-23
-4% -$10.7K
DOCU
744
DocuSign
DOCU
$10.9B
$263K 0.01%
+2,929
New +$234K
TSN icon
745
Tyson Foods
TSN
$20.6B
$263K 0.01%
4,583
-434
-9% -$26.2K
DCI icon
746
Donaldson
DCI
$11.4B
$261K 0.01%
3,881
-89
-2% -$6.56K
ILMN icon
747
Illumina
ILMN
$29.3B
$261K 0.01%
1,954
-56
-3% -$7.97K
CFG icon
748
Citizens Financial Group
CFG
$30.5B
$259K 0.01%
5,920
-231
-4% -$10.2K
GTES icon
749
Gates Industrial Corporation Ltd.
GTES
$7.24B
$259K 0.01%
12,581
-597
-5% -$12K
HACK icon
750
Amplify Cybersecurity ETF
HACK
$2.85B
$258K 0.01%
3,468
– –
28 29
30
31 32

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PHK
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CCA
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AF
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PE
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FSC
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Laird Norton Wetherby Wealth Management's Q4 2024 Portfolio in Review

As of Q4 2024, Laird Norton Wetherby Wealth Management held 958 positions worth $2.09B, down 4.6% from $2.19B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Laird Norton Wetherby Wealth Management withdrew a net $120M in Q4 2024, closing 60 positions and reducing 615 holdings. Its most notable exit was Grindr, an estimated $14.1M position sold in full.

By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 29% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, Laird Norton Wetherby Wealth Management opened a new position in Dimensional US Core Equity 2 ETF worth $655K.

  • Laird Norton Wetherby Wealth Management's largest Q4 2024 buy was Dimensional US Core Equity 2 ETF: 18,948 shares worth $655K.
  • Laird Norton Wetherby Wealth Management added most to Vanguard Total Bond Market in Q4 2024, an estimated $1.92M increase.
  • Laird Norton Wetherby Wealth Management's biggest Q4 2024 reduction was Apple, cutting an estimated $10.6M.
  • Laird Norton Wetherby Wealth Management fully exited Grindr in Q4 2024, selling an estimated $14.1M.
  • Laird Norton Wetherby Wealth Management's ten largest holdings make up 34% of its $2.09B portfolio in Q4 2024.
  • Laird Norton Wetherby Wealth Management opened 26 new positions and closed 60 in Q4 2024.
  • Laird Norton Wetherby Wealth Management's portfolio value fell 4.6% quarter-over-quarter to $2.09B.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.