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
801
$243K 0.01%
5,971
802
$243K 0.01%
7,012
-155
803
$242K 0.01%
10,000
804
$240K 0.01%
27,165
+1,768
805
$239K 0.01%
6,187
-211
806
$238K 0.01%
6,406
+1
807
$238K 0.01%
1,927
-55
808
$238K 0.01%
1,450
-93
809
$237K 0.01%
4,508
810
$237K 0.01%
3,468
811
$236K 0.01%
12,357
-206
812
$235K 0.01%
+3,896
813
$234K 0.01%
2,122
-244
814
$233K 0.01%
1,963
-110
815
$233K 0.01%
2,340
-474
816
$233K 0.01%
1,291
-65
817
$231K 0.01%
+3,212
818
$231K 0.01%
13,178
-3,431
819
$231K 0.01%
25,786
+11,505
820
$230K 0.01%
+1,256
821
$230K 0.01%
+4,294
822
$227K 0.01%
10,952
+267
823
$227K 0.01%
7,701
-1,535
824
$226K 0.01%
+72
825
$225K 0.01%
+417
31 32
33
34 35