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
776
$265K 0.01%
2,532
-73
777
$264K 0.01%
+106,577
778
$264K 0.01%
7,812
-95
779
$263K 0.01%
1,571
780
$263K 0.01%
12,203
781
$262K 0.01%
+2,010
782
$260K 0.01%
594
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783
$257K 0.01%
1,225
-51
784
$257K 0.01%
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785
$256K 0.01%
911
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786
$256K 0.01%
3,543
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788
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$253K 0.01%
671
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$253K 0.01%
2,237
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$253K 0.01%
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3,500
795
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4,020
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1,438
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$246K 0.01%
26,240
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799
$245K 0.01%
6,443
800
$245K 0.01%
904
-239
30 31
32
33 34