LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.25B
This Quarter Return
+10.65%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.77B
AUM Growth
+$162M
Cap. Flow
+$16M
Cap. Flow %
0.9%
Top 10 Hldgs %
29.05%
Holding
951
New
48
Increased
502
Reduced
274
Closed
43

Top Buys

1
NFLX icon
Netflix
NFLX
$6.55M
2
ABNB icon
Airbnb
ABNB
$1.55M
3
PINS icon
Pinterest
PINS
$1.36M
4
TSLA icon
Tesla
TSLA
$1.28M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
$1.2M

Top Sells

1
MDLA
Medallia, Inc.
MDLA
$6.27M
2
T icon
AT&T
T
$3.38M
3
VTI icon
Vanguard Total Stock Market ETF
VTI
$3.23M
4
TDOC icon
Teladoc Health
TDOC
$1.61M
5
TIP icon
iShares TIPS Bond ETF
TIP
$1.06M

Sector Composition

1 Technology 23.65%
2 Financials 11.67%
3 Healthcare 11.13%
4 Consumer Discretionary 8.99%
5 Communication Services 7.7%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
REGN icon
226
Regeneron Pharmaceuticals
REGN
$60.8B
$1.46M 0.08%
2,310
+47
+2% +$29.7K
MAR icon
227
Marriott International Class A Common Stock
MAR
$71.9B
$1.45M 0.08%
8,756
+616
+8% +$102K
DXCM icon
228
DexCom
DXCM
$31.6B
$1.44M 0.08%
10,712
+148
+1% +$19.9K
MMC icon
229
Marsh & McLennan
MMC
$100B
$1.43M 0.08%
8,229
+493
+6% +$85.7K
JD icon
230
JD.com
JD
$44.6B
$1.42M 0.08%
20,317
+175
+0.9% +$12.3K
BNS icon
231
Scotiabank
BNS
$78.8B
$1.42M 0.08%
19,832
+1,871
+10% +$134K
KMB icon
232
Kimberly-Clark
KMB
$43.1B
$1.41M 0.08%
9,850
-539
-5% -$77K
ADSK icon
233
Autodesk
ADSK
$69.5B
$1.4M 0.08%
4,985
-131
-3% -$36.8K
WIT icon
234
Wipro
WIT
$28.6B
$1.4M 0.08%
286,226
+33,620
+13% +$164K
TFC icon
235
Truist Financial
TFC
$60B
$1.38M 0.08%
23,513
+205
+0.9% +$12K
VV icon
236
Vanguard Large-Cap ETF
VV
$44.6B
$1.37M 0.08%
6,177
– –
HLT icon
237
Hilton Worldwide
HLT
$64B
$1.36M 0.08%
8,731
+1,141
+15% +$178K
GE icon
238
GE Aerospace
GE
$296B
$1.36M 0.08%
23,112
+156
+0.7% +$9.18K
CME icon
239
CME Group
CME
$94.4B
$1.35M 0.08%
5,923
+372
+7% +$85K
A icon
240
Agilent Technologies
A
$36.5B
$1.35M 0.08%
8,427
+23
+0.3% +$3.67K
ROST icon
241
Ross Stores
ROST
$49.4B
$1.34M 0.08%
11,742
-75
-0.6% -$8.57K
JHX icon
242
James Hardie Industries plc
JHX
$11.7B
$1.34M 0.08%
32,926
-48
-0.1% -$1.95K
IVV icon
243
iShares Core S&P 500 ETF
IVV
$664B
$1.33M 0.07%
2,792
+12
+0.4% +$5.73K
WM icon
244
Waste Management
WM
$88.6B
$1.33M 0.07%
7,955
+89
+1% +$14.9K
AZO icon
245
AutoZone
AZO
$70.6B
$1.32M 0.07%
630
-4
-0.6% -$8.39K
WPP icon
246
WPP
WPP
$5.83B
$1.32M 0.07%
17,444
+2,640
+18% +$199K
EWC icon
247
iShares MSCI Canada ETF
EWC
$3.24B
$1.32M 0.07%
34,250
-800
-2% -$30.7K
VUSB icon
248
Vanguard Ultra-Short Bond ETF
VUSB
$5.47B
$1.32M 0.07%
26,339
+1,539
+6% +$76.9K
ING icon
249
ING
ING
$71B
$1.31M 0.07%
93,825
+1,104
+1% +$15.4K
VEDL
250
DELISTED
Vedanta Limited American Depostary Shares (Each representing four equity shares)
VEDL
$1.31M 0.07%
79,140
+1,464
+2% +$24.2K
8 9
10
11 12