LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
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
+$1.03M
2
+$833K
3
+$812K
4
NVDA icon
NVIDIA
NVDA
+$649K
5
AON icon
Aon
AON
+$627K

Top Sells

1
+$3.69M
2
+$3.18M
3
+$2.68M
4
AAPL icon
Apple
AAPL
+$2.07M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.34M

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
851
$211K 0.01%
2,924
-363
852
$210K 0.01%
9,867
-351
853
$210K 0.01%
+1,919
854
$209K 0.01%
3,214
-312
855
$209K 0.01%
3,809
+72
856
$209K 0.01%
1,002
-151
857
$209K 0.01%
+6,273
858
$209K 0.01%
+1,890
859
$208K 0.01%
+994
860
$208K 0.01%
+512
861
$208K 0.01%
6,289
-1,096
862
$208K 0.01%
+1,886
863
$207K 0.01%
+3,820
864
$207K 0.01%
11,792
865
$207K 0.01%
+2,564
866
$206K 0.01%
2,000
867
$206K 0.01%
+2,472
868
$206K 0.01%
+812
869
$205K 0.01%
12,857
+776
870
$205K 0.01%
4,537
-826
871
$203K 0.01%
+348
872
$201K 0.01%
11,050
-237
873
$200K 0.01%
+3,507
874
$198K 0.01%
21,329
875
$192K 0.01%
12,996
33 34
35
36 37