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
101
$3.88M 0.18%
1,196,026
-11,650
102
$3.86M 0.18%
30,605
+91
103
$3.85M 0.18%
31,794
-1,187
104
$3.82M 0.17%
127,957
-3,313
105
$3.78M 0.17%
61,243
-972
106
$3.68M 0.17%
32,899
-256
107
$3.67M 0.17%
19,458
-655
108
$3.65M 0.17%
29,257
+241
109
$3.57M 0.16%
36,670
-4,154
110
$3.54M 0.16%
20,728
-1,044
111
$3.5M 0.16%
13,074
-743
112
$3.48M 0.16%
83,195
-13,061
113
$3.42M 0.16%
118,291
-5,450
114
$3.41M 0.16%
27,430
-187
115
$3.41M 0.16%
40,652
+38
116
$3.41M 0.16%
21,998
-592
117
$3.4M 0.16%
28,937
+554
118
$3.33M 0.15%
209,775
+5,060
119
$3.33M 0.15%
31,963
-281
120
$3.33M 0.15%
51,269
-704
121
$3.32M 0.15%
69,990
+277
122
$3.31M 0.15%
27,275
+80
123
$3.29M 0.15%
39,137
+14
124
$3.27M 0.15%
20,979
-789
125
$3.25M 0.15%
14,140
+633
3 4
5
6 7