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
76
$4.81M 0.22%
17,767
-1,174
77
$4.79M 0.22%
23,208
-503
78
$4.74M 0.22%
40,285
+2,293
79
$4.65M 0.21%
18,310
-672
80
$4.62M 0.21%
10,276
-1,427
81
$4.55M 0.21%
13,722
+306
82
$4.53M 0.21%
12,061
-200
83
$4.46M 0.2%
35,325
+28
84
$4.45M 0.2%
7,811
+15
85
$4.41M 0.2%
15,940
-255
86
$4.39M 0.2%
52,443
+312
87
$4.34M 0.2%
140,528
-685
88
$4.31M 0.2%
75,278
89
$4.23M 0.19%
219,050
+6,200
90
$4.18M 0.19%
12,079
-14
91
$4.12M 0.19%
91,833
+1,016
92
$4.12M 0.19%
40,235
+224
93
$4.12M 0.19%
16,118
-200
94
$4.09M 0.19%
39,564
+1,883
95
$4.07M 0.19%
64,569
-2,772
96
$4.02M 0.18%
7,724
-333
97
$4.01M 0.18%
11,101
-192
98
$4M 0.18%
18,071
-183
99
$3.99M 0.18%
20,136
+40
100
$3.92M 0.18%
8,262
+134
2 3
4
5 6