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
126
$3.25M 0.15%
147,892
-4,341
127
$3.23M 0.15%
8,414
+344
128
$3.23M 0.15%
38,159
-320
129
$3.21M 0.15%
5,490
-255
130
$3.2M 0.15%
14,474
+5
131
$3.19M 0.15%
55,583
-2,873
132
$3.19M 0.15%
18,674
+432
133
$3.18M 0.15%
48,171
-907
134
$3.15M 0.14%
13,547
+137
135
$3.14M 0.14%
11,979
-232
136
$3.12M 0.14%
40,165
-3,303
137
$3.11M 0.14%
49,959
-3,550
138
$3.1M 0.14%
6,596
-76
139
$3.1M 0.14%
14,997
-1,377
140
$3.08M 0.14%
98,536
+9,942
141
$3.06M 0.14%
6,237
-9
142
$3.05M 0.14%
22,575
+119
143
$3.04M 0.14%
12,448
-341
144
$3.04M 0.14%
53,848
-2,173
145
$3.03M 0.14%
16,401
-230
146
$3.03M 0.14%
7,931
+399
147
$3.02M 0.14%
221,247
+16,321
148
$3M 0.14%
41,717
+212
149
$2.98M 0.14%
708
+11
150
$2.98M 0.14%
3,137
-18
4 5
6
7 8