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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

Rank Stock Value
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

Rank Stock Value
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

Rank Sector Weight
1 Technology 29.98%
2 Miscellaneous 18.89%
3 Financials 11.26%
4 Consumer Discretionary 8.22%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MUFG icon
201
Mitsubishi UFJ Financial
MUFG
$271B
$2.34M 0.1%
146,771
-2,990
-2% -$44.3K
SHG icon
202
Shinhan Financial Group
SHG
$38.6B
$2.34M 0.1%
46,440
-629
-1% -$30.8K
GWW icon
203
W.W. Grainger
GWW
$62.4B
$2.31M 0.09%
2,427
-69
-3% -$69.3K
HDB icon
204
HDFC Bank
HDB
$119B
$2.28M 0.09%
66,852
-6,144
-8% -$226K
CCEP icon
205
Coca-Cola Europacific Partners
CCEP
$46.7B
$2.28M 0.09%
25,250
+67
+0.3% +$6.22K
GM icon
206
General Motors
GM
$77B
$2.27M 0.09%
37,206
+1,634
+5% +$91.1K
BN icon
207
Brookfield
BN
$90B
$2.26M 0.09%
49,541
+552
+1% +$24.5K
FSLR icon
208
First Solar
FSLR
$22B
$2.26M 0.09%
10,250
-65
-0.6% -$12.5K
LMT icon
209
Lockheed Martin
LMT
$121B
$2.21M 0.09%
4,427
-397
-8% -$180K
HCA icon
210
HCA Healthcare
HCA
$87.7B
$2.18M 0.09%
5,110
+70
+1% +$27.1K
AWK icon
211
American Water Works
AWK
$28B
$2.15M 0.09%
15,476
+394
+3% +$55.7K
VRTX icon
212
Vertex Pharmaceuticals
VRTX
$138B
$2.14M 0.09%
5,470
-202
-4% -$84.4K
KR icon
213
Kroger
KR
$35.9B
$2.13M 0.09%
31,531
-622
-2% -$43.3K
INTC icon
214
Intel
INTC
$506B
$2.13M 0.09%
63,345
-14,915
-19% -$361K
WDAY icon
215
Workday
WDAY
$47.2B
$2.12M 0.09%
8,821
-183
-2% -$42.3K
MO icon
216
Altria Group
MO
$115B
$2.12M 0.09%
32,026
+647
+2% +$41K
BA icon
217
Boeing
BA
$168B
$2.11M 0.09%
9,761
+1,468
+18% +$331K
ADSK icon
218
Autodesk
ADSK
$45.5B
$2.1M 0.09%
6,611
+162
+3% +$49.4K
ASX icon
219
ASE Group
ASX
$97.7B
$2.09M 0.09%
188,734
+7,612
+4% +$79.7K
IJR icon
220
iShares Core S&P Small-Cap ETF
IJR
$110B
$2.08M 0.08%
17,472
-3,277
-16% -$377K
MDLZ icon
221
Mondelez International
MDLZ
$78.2B
$2.07M 0.08%
33,106
-3,056
-8% -$197K
SON icon
222
Sonoco
SON
$5.14B
$2.06M 0.08%
47,815
-13
-0% -$600
VV icon
223
Vanguard Morningstar Large-Cap ETF
VV
$54.3B
$2.04M 0.08%
6,642
+27
+0.4% +$8K
MRSH
224
Marsh
MRSH
$88.6B
$2.04M 0.08%
10,138
-7
-0.1% -$1.44K
PAYX icon
225
Paychex
PAYX
$43.3B
$2.04M 0.08%
16,102
-629
-4% -$87.3K
7 8
9
10 11

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PHK
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CCA
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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. Common Stock: 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 Miscellaneous and Financials.

  • Laird Norton Wetherby Wealth Management's largest Q3 2025 buy was Nextpower Inc. Common Stock: 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.