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
176
$2.55M 0.12%
62,873
+3,710
177
$2.53M 0.12%
78,202
-1,157
178
$2.53M 0.12%
6,505
+57
179
$2.52M 0.12%
59,441
-2,707
180
$2.51M 0.11%
8,692
-838
181
$2.5M 0.11%
10,852
-22
182
$2.46M 0.11%
26,575
-7,573
183
$2.44M 0.11%
31,280
+1,044
184
$2.44M 0.11%
11,757
-197
185
$2.44M 0.11%
39,214
-8,037
186
$2.41M 0.11%
49,585
187
$2.41M 0.11%
23,214
-857
188
$2.4M 0.11%
7,424
+93
189
$2.39M 0.11%
27,048
-4,443
190
$2.39M 0.11%
29,280
-320
191
$2.38M 0.11%
20,051
+1,750
192
$2.36M 0.11%
12,949
+205
193
$2.36M 0.11%
28,107
+576
194
$2.35M 0.11%
37,582
+497
195
$2.34M 0.11%
10,509
-69
196
$2.34M 0.11%
743
-8
197
$2.34M 0.11%
2,250
+10
198
$2.34M 0.11%
9,393
-128
199
$2.29M 0.1%
2,580
+33
200
$2.27M 0.1%
3,593
-32
6 7
8
9 10