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
876
$191K 0.01%
38,204
877
$189K 0.01%
25,363
-72
878
$186K 0.01%
21,077
879
$186K 0.01%
11,232
880
$185K 0.01%
11,798
881
$185K 0.01%
14,453
882
$185K 0.01%
20,278
883
$182K 0.01%
17,892
884
$180K 0.01%
20,853
885
$180K 0.01%
10,443
-171
886
$180K 0.01%
22,449
887
$179K 0.01%
11,400
888
$179K 0.01%
31,678
889
$178K 0.01%
13,892
890
$176K 0.01%
14,207
+1,082
891
$173K 0.01%
17,246
892
$172K 0.01%
12,534
893
$171K 0.01%
70,238
+14,438
894
$171K 0.01%
15,125
895
$169K 0.01%
12,996
896
$165K 0.01%
10,071
-3,549
897
$161K 0.01%
18,036
-1,977
898
$160K 0.01%
12,773
-848
899
$154K 0.01%
12,500
900
$149K 0.01%
10,371
+253
34 35
36
37 38