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
201
$2.25M 0.1%
62,931
-1,702
202
$2.24M 0.1%
50,063
-1,093
203
$2.24M 0.1%
176,972
-966
204
$2.23M 0.1%
64,531
-2,533
205
$2.21M 0.1%
8,864
-50
206
$2.21M 0.1%
42,642
+4,315
207
$2.19M 0.1%
5,381
-67
208
$2.18M 0.1%
9,327
-212
209
$2.17M 0.1%
115,000
210
$2.17M 0.1%
14,148
-147
211
$2.15M 0.1%
6,211
+1,917
212
$2.08M 0.1%
31,954
-1,568
213
$2.05M 0.09%
27,333
-535
214
$2.02M 0.09%
19,049
-412
215
$2.01M 0.09%
22,747
-271
216
$1.99M 0.09%
25,241
-3,975
217
$1.96M 0.09%
24,487
+196
218
$1.92M 0.09%
13,154
+561
219
$1.92M 0.09%
105,884
-843
220
$1.92M 0.09%
66,918
+289
221
$1.91M 0.09%
7,055
+93
222
$1.89M 0.09%
6,364
+141
223
$1.89M 0.09%
36,227
-1,377
224
$1.89M 0.09%
33,017
+60
225
$1.89M 0.09%
22,108
+517
7 8
9
10 11