LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.25B
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
1
$165M 7.53%
706,898
-9,287
2
$104M 4.74%
240,756
-6,264
3
$90.3M 4.13%
318,869
-13,544
4
$88.2M 4.03%
725,996
+5,494
5
$64.8M 2.96%
347,608
-17,451
6
$39.3M 1.8%
68,647
-990
7
$39.2M 1.79%
236,211
-7,989
8
$38.4M 1.76%
726,813
-6,606
9
$35.8M 1.64%
62,471
+85
10
$32.5M 1.49%
271,347
+4,655
11
$22.9M 1.05%
25,831
-484
12
$20.1M 0.92%
115,998
-3,823
13
$19.3M 0.88%
91,751
-1,495
14
$16.4M 0.75%
23,094
-183
15
$15.8M 0.72%
287,846
+1,851
16
$15.2M 0.7%
55,424
-1,082
17
$15.2M 0.69%
87,905
+195
18
$15M 0.69%
57,513
-504
19
$14.9M 0.68%
88,853
-3,807
20
$14.1M 0.65%
1,184,114
21
$14.1M 0.64%
24,108
+6
22
$14M 0.64%
123,598
-3,088
23
$13.5M 0.62%
83,234
+5,094
24
$13.3M 0.61%
67,309
-47
25
$12.9M 0.59%
31,835
-1,782
1
2 3 4 5