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
926
$53.6K ﹤0.01%
10,000
927
$35.2K ﹤0.01%
12,291
-18,161
928
$31.7K ﹤0.01%
26,625
929
$31K ﹤0.01%
15,993
-833
930
$26.4K ﹤0.01%
+11,217
931
$9.96K ﹤0.01%
738
-103
932
– –
-13,804
933
– –
-11,233
934
– –
-3,853
935
– –
-4,440
936
– –
-3,902
937
– –
-1,851
938
– –
-11,125
939
– –
-1,891
940
– –
-10,979
941
– –
-6,606
942
– –
-5,073
943
– –
-3,613
944
– –
-1,687
945
– –
-4,136
946
– –
-1,441
947
– –
-34,159
948
– –
-563
949
– –
-12,832
950
– –
-14,380
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