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
751
$283K 0.01%
2,114
-92
752
$283K 0.01%
2,562
+9
753
$282K 0.01%
819
+24
754
$282K 0.01%
10,741
-2,802
755
$282K 0.01%
7,500
756
$281K 0.01%
8,960
-496
757
$279K 0.01%
1,782
+252
758
$276K 0.01%
1,867
-19
759
$275K 0.01%
5,000
760
$275K 0.01%
10,666
-3,064
761
$274K 0.01%
13,833
+757
762
$273K 0.01%
11,181
-242
763
$273K 0.01%
3,119
-65
764
$271K 0.01%
8,138
-479
765
$271K 0.01%
6,112
+95
766
$270K 0.01%
+2,825
767
$269K 0.01%
5,940
768
$268K 0.01%
1,519
-32
769
$267K 0.01%
11,691
-325
770
$267K 0.01%
39,530
+12,699
771
$267K 0.01%
923
-21
772
$266K 0.01%
7,435
+207
773
$266K 0.01%
1,491
-104
774
$266K 0.01%
20,776
775
$265K 0.01%
27
-2
29 30
31
32 33