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
151
$2.98M 0.14%
51,640
+8,458
152
$2.93M 0.13%
11,109
-98
153
$2.93M 0.13%
6,004
-50
154
$2.92M 0.13%
5,912
-90
155
$2.9M 0.13%
3,745
156
$2.86M 0.13%
340,074
-8,130
157
$2.81M 0.13%
78,425
-1,130
158
$2.77M 0.13%
60,509
-10,912
159
$2.77M 0.13%
4,802
+417
160
$2.77M 0.13%
28,869
+250
161
$2.76M 0.13%
61,085
-343
162
$2.76M 0.13%
6,610
-555
163
$2.75M 0.13%
97,536
+1,026
164
$2.73M 0.13%
5,879
-84
165
$2.73M 0.12%
19,222
-247
166
$2.72M 0.12%
65,323
-1,679
167
$2.72M 0.12%
13,160
-57
168
$2.69M 0.12%
24,031
-275
169
$2.66M 0.12%
14,804
-148
170
$2.65M 0.12%
16,264
-334
171
$2.62M 0.12%
22,420
-207
172
$2.62M 0.12%
2,490
-31
173
$2.62M 0.12%
25,209
-481
174
$2.61M 0.12%
47,824
-117
175
$2.6M 0.12%
35,340
+167
5 6
7
8 9