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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
COF icon
126
Capital One
COF
$131B
$3.71M 0.15%
17,438
+434
+3% +$95K
CI icon
127
Cigna
CI
$75.1B
$3.68M 0.15%
12,771
-803
-6% -$238K
T icon
128
AT&T
T
$153B
$3.65M 0.15%
129,161
-885
-0.7% -$25.1K
ADI icon
129
Analog Devices
ADI
$185B
$3.6M 0.15%
14,649
-344
-2% -$82.7K
BABA icon
130
Alibaba
BABA
$282B
$3.6M 0.15%
20,132
+934
+5% +$122K
WF icon
131
Woori Financial
WF
$15.4B
$3.58M 0.15%
63,770
+1,549
+2% +$84.4K
APH icon
132
Amphenol
APH
$188B
$3.58M 0.15%
28,900
-588
-2% -$64.5K
SHOP icon
133
Shopify
SHOP
$162B
$3.56M 0.15%
23,946
-410
-2% -$55.6K
PANW icon
134
Palo Alto Networks
PANW
$289B
$3.55M 0.15%
17,448
-69
-0.4% -$13.2K
VRSK icon
135
Verisk Analytics
VRSK
$26.4B
$3.51M 0.14%
13,967
-701
-5% -$192K
BLK icon
136
Blackrock
BLK
$168B
$3.5M 0.14%
3,002
+92
+3% +$103K
IWM icon
137
iShares Russell 2000 ETF
IWM
$82.6B
$3.5M 0.14%
14,461
+860
+6% +$197K
INFY icon
138
Infosys
INFY
$46.7B
$3.39M 0.14%
208,099
-9,453
-4% -$163K
DHR icon
139
Danaher
DHR
$145B
$3.36M 0.14%
16,972
+106
+0.6% +$21.1K
GPN icon
140
Global Payments
GPN
$22B
$3.36M 0.14%
40,486
+308
+0.8% +$25.9K
GEV icon
141
GE Vernova
GEV
$278B
$3.36M 0.14%
5,465
+263
+5% +$159K
EEM icon
142
iShares MSCI Emerging Markets ETF
EEM
$28.4B
$3.24M 0.13%
60,720
+5,000
+9% +$251K
ENB icon
143
Enbridge
ENB
$123B
$3.24M 0.13%
64,257
-1,331
-2% -$62.6K
TMUS icon
144
T-Mobile US
TMUS
$209B
$3.22M 0.13%
13,444
+419
+3% +$101K
SHEL icon
145
Shell
SHEL
$236B
$3.18M 0.13%
44,420
+1,363
+3% +$98.1K
TT icon
146
Trane Technologies
TT
$105B
$3.11M 0.13%
7,367
+181
+3% +$77.3K
DE icon
147
Deere & Co
DE
$162B
$3.1M 0.13%
6,769
+9
+0.1% +$4.44K
BSX icon
148
Boston Scientific
BSX
$66.3B
$3.07M 0.13%
31,425
+918
+3% +$95.1K
RELX icon
149
RELX
RELX
$59.5B
$3.05M 0.12%
63,897
-811
-1% -$40.1K
AZO icon
150
AutoZone
AZO
$50B
$3.04M 0.12%
708
+13
+2% +$52.2K
4 5
6
7 8

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PHK
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CCA
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AF
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PE
Point72 Europe London, United Kingdom $2.04B AUM 25.99% 1-Year Est. Return
PH
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FSC
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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.