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LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
This Quarter Est. Return
+2.6%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.09B
AUM Growth
-$101M
Cap. Flow
-$120M
Cap. Flow %
-5.77%
Top 10 Hldgs %
33.57%
Holding
958
New
26
Increased
166
Reduced
615
Closed
60

Top Buys

Rank Stock Value
1
BND icon
Vanguard Total Bond Market
BND
+$1.92M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$727K
3
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$667K
4
CNH
CNH Industrial
CNH
+$659K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$576K

Top Sells

Rank Stock Value
1
GRND icon
Grindr
GRND
+$14.1M
2
AAPL icon
Apple
AAPL
+$10.6M
3
NVDA icon
NVIDIA
NVDA
+$6.63M
4
MSFT icon
Microsoft
MSFT
+$4.74M
5
AMZN icon
Amazon
AMZN
+$4.41M

Sector Composition

Rank Sector Weight
1 Technology 28.97%
2 Financials 10.55%
3 Consumer Discretionary 9.01%
4 Healthcare 8.18%
5 Communication Services 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SONY icon
76
Sony
SONY
$132B
$4.53M 0.22%
214,120
-4,930
-2% -$96K
GPN icon
77
Global Payments
GPN
$23.9B
$4.49M 0.22%
40,075
-160
-0.4% -$17.5K
MDY icon
78
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
$4.44M 0.21%
7,793
-18
-0.2% -$10.6K
ETN icon
79
Eaton
ETN
$174B
$4.36M 0.21%
13,137
-585
-4% -$205K
CAT icon
80
Caterpillar
CAT
$401B
$4.31M 0.21%
11,886
-425
-3% -$165K
TMO icon
81
Thermo Fisher Scientific
TMO
$214B
$4.31M 0.21%
8,277
-840
-9% -$462K
AMGN icon
82
Amgen
AMGN
$220B
$4.28M 0.21%
16,430
-1,268
-7% -$376K
PGR icon
83
Progressive
PGR
$124B
$4.24M 0.2%
17,675
-635
-3% -$160K
LIN icon
84
Linde
LIN
$226B
$4.17M 0.2%
9,962
-947
-9% -$432K
UBS icon
85
UBS Group
UBS
$176B
$4.12M 0.2%
135,861
-4,667
-3% -$148K
LOW icon
86
Lowe's Companies
LOW
$123B
$4.12M 0.2%
16,683
-1,084
-6% -$290K
EFA icon
87
iShares MSCI EAFE ETF
EFA
$79.4B
$4.12M 0.2%
54,455
+2,012
+4% +$159K
TXN icon
88
Texas Instruments
TXN
$254B
$4.08M 0.2%
21,739
-1,469
-6% -$294K
VIG icon
89
Vanguard Dividend Appreciation ETF
VIG
$114B
$4.01M 0.19%
20,461
+325
+2% +$64.9K
WSM icon
90
Williams-Sonoma
WSM
$29.2B
$3.95M 0.19%
21,345
-653
-3% -$104K
WIT icon
91
Wipro
WIT
$19.8B
$3.94M 0.19%
1,112,957
-83,069
-7% -$284K
ACWX icon
92
iShares MSCI ACWI ex US ETF
ACWX
$11.8B
$3.93M 0.19%
75,337
+59
+0.1% +$3.23K
MCO icon
93
Moody's
MCO
$83.8B
$3.9M 0.19%
8,248
-14
-0.2% -$6.68K
SYK icon
94
Stryker
SYK
$129B
$3.9M 0.19%
10,833
-268
-2% -$99.3K
MS icon
95
Morgan Stanley
MS
$343B
$3.88M 0.19%
30,851
-1,112
-3% -$137K
IBM icon
96
IBM
IBM
$222B
$3.82M 0.18%
17,369
-702
-4% -$156K
VRSK icon
97
Verisk Analytics
VRSK
$24.6B
$3.77M 0.18%
13,700
+626
+5% +$174K
ECL icon
98
Ecolab
ECL
$80.3B
$3.73M 0.18%
15,919
-199
-1% -$49.5K
VEU icon
99
Vanguard FTSE All-World ex-US ETF
VEU
$68B
$3.71M 0.18%
64,674
+105
+0.2% +$6.33K
GILD icon
100
Gilead Sciences
GILD
$164B
$3.71M 0.18%
40,119
-533
-1% -$48K
2 3
4
5 6

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PHK
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CCA
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AF
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PE
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Laird Norton Wetherby Wealth Management's Q4 2024 Portfolio in Review

As of Q4 2024, Laird Norton Wetherby Wealth Management held 958 positions worth $2.09B, down 4.6% from $2.19B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Laird Norton Wetherby Wealth Management withdrew a net $120M in Q4 2024, closing 60 positions and reducing 615 holdings. Its most notable exit was Grindr, an estimated $14.1M position sold in full.

By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 29% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, Laird Norton Wetherby Wealth Management opened a new position in Dimensional US Core Equity 2 ETF worth $655K.

  • Laird Norton Wetherby Wealth Management's largest Q4 2024 buy was Dimensional US Core Equity 2 ETF: 18,948 shares worth $655K.
  • Laird Norton Wetherby Wealth Management added most to Vanguard Total Bond Market in Q4 2024, an estimated $1.92M increase.
  • Laird Norton Wetherby Wealth Management's biggest Q4 2024 reduction was Apple, cutting an estimated $10.6M.
  • Laird Norton Wetherby Wealth Management fully exited Grindr in Q4 2024, selling an estimated $14.1M.
  • Laird Norton Wetherby Wealth Management's ten largest holdings make up 34% of its $2.09B portfolio in Q4 2024.
  • Laird Norton Wetherby Wealth Management opened 26 new positions and closed 60 in Q4 2024.
  • Laird Norton Wetherby Wealth Management's portfolio value fell 4.6% quarter-over-quarter to $2.09B.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.