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LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
This Quarter Est. Return
+9.87%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.45B
AUM Growth
+$203M
Cap. Flow
+$20.9M
Cap. Flow %
0.85%
Top 10 Hldgs %
33.39%
Holding
972
New
42
Increased
479
Reduced
318
Closed
41

Top Buys

1
MSFT icon
Microsoft
MSFT
+$6.64M
2
SNX icon
TD Synnex
SNX
+$3.48M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.87M
4
NVDA icon
NVIDIA
NVDA
+$1.38M
5
AVGO icon
Broadcom
AVGO
+$1.33M

Top Sells

1
AAPL icon
Apple
AAPL
+$3.56M
2
LYFT icon
Lyft
LYFT
+$1.58M
3
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.26M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.07M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$954K

Sector Composition

1 Technology 29.98%
2 Financials 11.26%
3 Consumer Discretionary 8.22%
4 Communication Services 8.07%
5 Healthcare 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FDN icon
851
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.07B
$225K 0.01%
805
– –
ZION icon
852
Zions Bancorporation
ZION
$10.6B
$223K 0.01%
3,945
-67
-2% -$3.73K
KVUE icon
853
Kenvue
KVUE
$36.4B
$223K 0.01%
+13,746
New +$281K
MUR icon
854
Murphy Oil
MUR
$5.21B
$222K 0.01%
7,803
-1,753
-18% -$44.2K
KSS icon
855
Kohl's
KSS
$1.98B
$221K 0.01%
14,398
-223
-2% -$2.97K
PKG icon
856
Packaging Corp of America
PKG
$20.7B
$221K 0.01%
+1,014
New +$209K
RBA icon
857
RB Global
RBA
$20.7B
$221K 0.01%
+2,037
New +$228K
TPL icon
858
Texas Pacific Land
TPL
$28.6B
$220K 0.01%
708
-30
-4% -$9.45K
EFG icon
859
iShares MSCI EAFE Growth ETF
EFG
$16.4B
$220K 0.01%
1,934
– –
ALK icon
860
Alaska Air
ALK
$5.1B
$220K 0.01%
+4,416
New +$246K
BBD icon
861
Banco Bradesco
BBD
$37.6B
$218K 0.01%
64,604
-1,260
-2% -$3.8K
GDDY icon
862
GoDaddy
GDDY
$12.4B
$218K 0.01%
1,590
-602
-27% -$92.7K
QID icon
863
ProShares UltraShort QQQ
QID
$268M
$217K 0.01%
10,100
– –
UDR icon
864
UDR
UDR
$13B
$217K 0.01%
5,831
+220
+4% +$8.58K
LDP icon
865
Cohen & Steers Duration Preferred & Income Fund
LDP
$610M
$217K 0.01%
10,000
– –
FE icon
866
FirstEnergy
FE
$28.2B
$216K 0.01%
+4,704
New +$201K
DOC icon
867
Healthpeak Properties
DOC
$15.4B
$215K 0.01%
+11,229
New +$201K
SOFI icon
868
SoFi Technologies
SOFI
$22.3B
$214K 0.01%
+8,099
New +$192K
CPAY icon
869
Corpay
CPAY
$23.9B
$213K 0.01%
740
+123
+20% +$39.2K
SFM icon
870
Sprouts Farmers Market
SFM
$7.17B
$213K 0.01%
1,956
+174
+10% +$25.3K
BALL icon
871
Ball Corp
BALL
$16.7B
$212K 0.01%
4,213
-253
-6% -$13.7K
ON icon
872
ON Semiconductor
ON
$34.7B
$212K 0.01%
4,291
+13
+0.3% +$684
GAM
873
General American Investors Company
GAM
$1.54B
$211K 0.01%
+3,392
New +$200K
THQ
874
abrdn Healthcare Opportunities Fund
THQ
$778M
$211K 0.01%
12,200
+200
+2% +$3.41K
TYL icon
875
Tyler Technologies
TYL
$13B
$210K 0.01%
402
+41
+11% +$23K
33 34
35
36 37

Similar funds

TAM
Thematics Asset Management Paris, France $2.2B AUM 18.17% 1-Year Est. Return
PHK
Point72 Hong Kong Hong Kong $2.18B AUM 89.02% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
PE
Point72 Europe London, United Kingdom $2.04B AUM 25.99% 1-Year Est. Return
PH
Permira Holdings St. Peter Port, Guernsey $2.04B AUM 4.57% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
CCB
Country Club Bank Kansas City, Missouri $1.69B AUM 16.93% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, Laird Norton Wetherby Wealth Management held 972 positions worth $2.45B, up 9% from $2.25B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Laird Norton Wetherby Wealth Management's Q3 2025 filing shows 42 new, 479 increased, 318 reduced and 41 closed positions. Its largest new stake was Nextpower Inc: 7,490 shares worth $554K. The largest sale was Apple, an estimated $3.56M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 29% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Laird Norton Wetherby Wealth Management's largest Q3 2025 buy was Nextpower Inc: 7,490 shares worth $554K.
  • Laird Norton Wetherby Wealth Management added most to Microsoft in Q3 2025, an estimated $6.64M increase.
  • Laird Norton Wetherby Wealth Management's biggest Q3 2025 reduction was Apple, cutting an estimated $3.56M.
  • Laird Norton Wetherby Wealth Management fully exited iShares Floating Rate Bond ETF in Q3 2025, selling an estimated $1.26M.
  • Laird Norton Wetherby Wealth Management's ten largest holdings make up 33% of its $2.45B portfolio in Q3 2025.
  • Laird Norton Wetherby Wealth Management opened 42 new positions and closed 41 in Q3 2025.
  • Laird Norton Wetherby Wealth Management's portfolio value rose 9% quarter-over-quarter to $2.45B.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.