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
826
$225K 0.01%
+5,452
827
$225K 0.01%
1,495
828
$224K 0.01%
7,354
-3,500
829
$222K 0.01%
+11,857
830
$222K 0.01%
+516
831
$221K 0.01%
2,531
-233
832
$221K 0.01%
+8,437
833
$220K 0.01%
2,487
-74
834
$220K 0.01%
1,912
-35
835
$220K 0.01%
4,108
-636
836
$220K 0.01%
51,293
+20,997
837
$219K 0.01%
4,168
838
$219K 0.01%
6,897
-462
839
$219K 0.01%
2,307
+41
840
$218K 0.01%
859
-86
841
$218K 0.01%
31,200
-225
842
$218K 0.01%
10,000
843
$217K 0.01%
+1,407
844
$217K 0.01%
+1,789
845
$216K 0.01%
+793
846
$214K 0.01%
+1,105
847
$213K 0.01%
+3,271
848
$212K 0.01%
21,240
-1,162
849
$212K 0.01%
542
-7
850
$211K 0.01%
611
32 33
34
35 36