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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
IVV icon
76
iShares Core S&P 500 ETF
IVV
$891B
$5.1M 0.21%
7,615
+319
+4% +$205K
MDY icon
77
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.4B
$5.02M 0.21%
8,425
+795
+10% +$467K
SCHW
78
Charles Schwab
SCHW
$179B
$5.02M 0.2%
52,564
-5,339
-9% -$507K
UNP icon
79
Union Pacific
UNP
$178B
$4.92M 0.2%
20,812
-887
-4% -$200K
GILD icon
80
Gilead Sciences
GILD
$169B
$4.9M 0.2%
44,133
+1,171
+3% +$133K
PM icon
81
Philip Morris
PM
$296B
$4.86M 0.2%
29,988
-773
-3% -$130K
BKNG icon
82
Booking.com
BKNG
$143B
$4.86M 0.2%
22,500
+525
+2% +$117K
JCI icon
83
Johnson Controls International
JCI
$86.2B
$4.85M 0.2%
44,067
+435
+1% +$46.5K
CBRE icon
84
CBRE Group
CBRE
$42.1B
$4.84M 0.2%
30,724
+415
+1% +$64.2K
PLTR icon
85
Palantir
PLTR
$322B
$4.82M 0.2%
26,414
+2,930
+12% +$475K
BNY
86
Bank of New York Mellon
BNY
$110B
$4.76M 0.19%
43,713
+1,289
+3% +$131K
TM icon
87
Toyota
TM
$213B
$4.74M 0.19%
24,821
-935
-4% -$176K
ADBE icon
88
Adobe
ADBE
$93.5B
$4.72M 0.19%
13,378
-498
-4% -$179K
EFA icon
89
iShares MSCI EAFE ETF
EFA
$76.9B
$4.68M 0.19%
50,146
+490
+1% +$44.5K
KB icon
90
KB Financial Group
KB
$42.7B
$4.65M 0.19%
56,094
+149
+0.3% +$12.2K
AMGN icon
91
Amgen
AMGN
$201B
$4.5M 0.18%
15,949
-171
-1% -$49.6K
NVO
92
Novo Nordisk
NVO
$228B
$4.47M 0.18%
80,517
-11,442
-12% -$670K
ING icon
93
ING
ING
$93.8B
$4.47M 0.18%
171,280
+1,642
+1% +$39.6K
ADP icon
94
Automatic Data Processing
ADP
$103B
$4.46M 0.18%
15,179
+41
+0.3% +$12.3K
WFC icon
95
Wells Fargo
WFC
$267B
$4.43M 0.18%
52,885
+2,150
+4% +$174K
MSI icon
96
Motorola Solutions
MSI
$68.8B
$4.43M 0.18%
9,685
-123
-1% -$55.4K
LOW icon
97
Lowe's Companies
LOW
$121B
$4.39M 0.18%
17,477
+1,151
+7% +$283K
ACWX icon
98
iShares MSCI ACWI ex US ETF
ACWX
$11.4B
$4.33M 0.18%
66,533
-7,163
-10% -$448K
IWF icon
99
iShares Russell 1000 Growth ETF
IWF
$125B
$4.32M 0.18%
36,888
-8,564
-19% -$954K
MCK icon
100
McKesson
MCK
$98.5B
$4.3M 0.18%
5,571
+30
+0.5% +$21.1K
2 3
4
5 6

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TAM
Thematics Asset Management Paris, France $2.2B AUM 18.17% 1-Year Est. Return
PHK
Point72 Hong Kong Hong Kong $2.18B AUM 89.02% 1-Year Est. Return
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.