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
901
$149K 0.01%
13,441
-4,766
902
$143K 0.01%
24,503
-1,831
903
$141K 0.01%
12,591
+236
904
$139K 0.01%
97,807
-490
905
$136K 0.01%
+10,007
906
$124K 0.01%
25,119
-2,000
907
$121K 0.01%
3,423
+834
908
$118K 0.01%
11,582
+660
909
$116K 0.01%
15,180
-98
910
$110K 0.01%
21,002
-9,655
911
$103K ﹤0.01%
25,117
+7,004
912
$102K ﹤0.01%
12,353
-270
913
$102K ﹤0.01%
16,834
+427
914
$99.6K ﹤0.01%
25,663
+1,593
915
$97.8K ﹤0.01%
22,376
+8,256
916
$97.1K ﹤0.01%
10,939
+684
917
$96.9K ﹤0.01%
24,664
918
$96.8K ﹤0.01%
53,478
-2,064
919
$92.9K ﹤0.01%
13,061
-8,174
920
$92.8K ﹤0.01%
13,077
+671
921
$87.8K ﹤0.01%
12,755
+553
922
$77.2K ﹤0.01%
14,165
-12,128
923
$72.5K ﹤0.01%
+10,029
924
$64.1K ﹤0.01%
36,860
925
$57.1K ﹤0.01%
23,898
-5,218
34 35 36
37
38