LNWWM
Laird Norton Wetherby Wealth Management Portfolio holdings
AUM
$2.45B
1 Year Est. Return
–
AUM
$2.45B
AUM Growth
+$203M
(+9%)
Holding
971
Top Buys
| 1 | +$6.75M | |
| 2 | +$3.87M | |
| 3 | +$1.95M | |
| 4 |
NVIDIA
NVDA
|
+$1.48M |
| 5 |
Broadcom
AVGO
|
+$1.43M |
Top Sells
| 1 | +$4.01M | |
| 2 | +$2.08M | |
| 3 | +$1.26M | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.07M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$1M |
Sector Composition
| 1 | Technology | 30% |
| 2 | Financials | 11.25% |
| 3 | Consumer Discretionary | 8.22% |
| 4 | Communication Services | 8.07% |
| 5 | Healthcare | 7.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Allstate
ALL
$55.7B
| $2.03M | 0.08% |
9,434
+84
|
|
||
227
Hershey
HSY
$38.1B
| $2.02M | 0.08% |
10,800
+530
|
|
||
228
Northrop Grumman
NOC
$81.7B
| $2M | 0.08% |
3,285
+35
|
|
||
229
Aon
AON
$76.1B
| $1.99M | 0.08% |
5,594
-390
|
|
||
230
Bank of Montreal
BMO
$90.3B
| $1.98M | 0.08% |
15,229
+17
|
|
||
231
Republic Services
RSG
$67.2B
| $1.97M | 0.08% |
8,579
+221
|
|
||
232
Intercontinental Exchange
ICE
$89.7B
| $1.97M | 0.08% |
11,676
+475
|
|
||
233
Ameriprise Financial
AMP
$42.3B
| $1.97M | 0.08% |
4,000
+81
|
|
||
234
Newmont
NEM
$99B
| $1.96M | 0.08% |
23,267
+1,205
|
|
||
235
Equinix
EQIX
$74B
| $1.94M | 0.08% |
2,479
-175
|
|
||
236
ProShares Short Russell2000
RWM
$158M
| $1.93M | 0.08% |
115,000
|
|
||
237
Colgate-Palmolive
CL
$64.8B
| $1.93M | 0.08% |
24,087
+75
|
|
||
238
Norfolk Southern
NSC
$65.5B
| $1.89M | 0.08% |
6,291
+15
|
|
||
239
KB Home
KBH
$4.17B
| $1.88M | 0.08% |
29,497
+1,493
|
|
||
240
Targa Resources
TRGP
$37.6B
| $1.86M | 0.08% |
11,117
-28
|
|
||
241
Bristol-Myers Squibb
BMY
$100B
| $1.85M | 0.08% |
40,994
-1,203
|
|
||
242
Spotify
SPOT
$123B
| $1.84M | 0.08% |
2,631
+134
|
|
||
243
Information Services Group
III
$258M
| $1.83M | 0.07% |
318,404
|
|
||
244
Medtronic
MDT
$135B
| $1.82M | 0.07% |
19,151
+1,090
|
|
||
245
Cencora
COR
$71.6B
| $1.81M | 0.07% |
5,787
+176
|
|
||
246
Comcast
CMCSA
$97.3B
| $1.81M | 0.07% |
57,489
-11,559
|
|
||
247
United Rentals
URI
$51.9B
| $1.8M | 0.07% |
1,886
-88
|
|
||
248
BHP
BHP
$139B
| $1.8M | 0.07% |
32,292
-462
|
|
||
|
FISV
249
Fiserv Inc
FISV
$33.1B
| $1.78M | 0.07% |
13,793
-1,261
|
|
||
250
Gold Fields
GFI
$38.4B
| $1.75M | 0.07% |
41,602
+1,978
|
|