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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
TMC icon
926
TMC The Metals Company
TMC
$1.62B
$70.1K ﹤0.01%
+11,000
New +$66K
GRAB icon
927
Grab
GRAB
$14.7B
$60.4K ﹤0.01%
+10,029
New +$53.2K
CERS icon
928
Cerus
CERS
$621M
$58.6K ﹤0.01%
36,860
– –
URG
929
Ur-Energy
URG
$493M
$47.7K ﹤0.01%
26,625
– –
CURV icon
930
Torrid Holdings
CURV
$234M
$43.2K ﹤0.01%
24,664
– –
NVVE icon
931
Nuvve Holding Corp
NVVE
$4M
$5.06K ﹤0.01%
+30
New +$12K
AL
932
DELISTED
Air Lease Corp
AL
– –
-3,811
Closed -$223K
ANSS
933
DELISTED
Ansys
ANSS
– –
-1,268
Closed -$445K
BMI icon
934
Badger Meter
BMI
$4.41B
– –
-829
Closed -$203K
BOE icon
935
BlackRock Enhanced Global Dividend Trust
BOE
$669M
– –
-17,134
Closed -$194K
BRW
936
Saba Capital Income & Opportunities Fund
BRW
$339M
– –
-25,107
Closed -$202K
CART icon
937
Maplebear
CART
$10.8B
– –
-4,471
Closed -$202K
CPT icon
938
Camden Property Trust
CPT
$11.2B
– –
-1,842
Closed -$208K
CWEN icon
939
Clearway Energy Class C
CWEN
$5.23B
– –
-6,332
Closed -$203K
DOX icon
940
Amdocs
DOX
$5.62B
– –
-3,322
Closed -$303K
DPG
941
Duff & Phelps Utility and Infrastructure Fund
DPG
$536M
– –
-16,380
Closed -$203K
DT icon
942
Dynatrace
DT
$12.9B
– –
-5,400
Closed -$298K
EMN icon
943
Eastman Chemical
EMN
$7.89B
– –
-3,362
Closed -$251K
FLC
944
Flaherty & Crumrine Total Return Fund
FLC
$176M
– –
-11,464
Closed -$195K
FLOT icon
945
iShares Floating Rate Bond ETF
FLOT
$10B
– –
-24,670
Closed -$1.26M
FTF
946
Franklin Limited Duration Income Trust
FTF
$237M
– –
-29,743
Closed -$191K
G icon
947
Genpact
G
$5.25B
– –
-5,042
Closed -$222K
GDV icon
948
Gabelli Dividend & Income Trust
GDV
$2.59B
– –
-7,736
Closed -$201K
GGB icon
949
Gerdau
GGB
$9.31B
– –
-14,345
Closed -$41.9K
HES
950
DELISTED
Hess
HES
– –
-4,202
Closed -$582K
35 36 37
38
39

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TAM
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PHK
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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.