LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.25B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1 +$132M
2 +$102M
3 +$89.1M
4
NVDA icon
NVIDIA
NVDA
+$87.4M
5
AMZN icon
Amazon
AMZN
+$63.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 28.7%
2 Financials 11.47%
3 Consumer Discretionary 8.2%
4 Communication Services 7.84%
5 Healthcare 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GLD icon
226
SPDR Gold Trust
GLD
$189B
$1.96M 0.09%
+6,436
BMY icon
227
Bristol-Myers Squibb
BMY
$127B
$1.95M 0.09%
+42,197
ORLY icon
228
O'Reilly Automotive
ORLY
$79.4B
$1.94M 0.09%
+21,551
TRGP icon
229
Targa Resources
TRGP
$51.1B
$1.94M 0.09%
+11,145
HCA icon
230
HCA Healthcare
HCA
$118B
$1.93M 0.09%
+5,040
SPOT icon
231
Spotify
SPOT
$104B
$1.92M 0.09%
+2,497
SNY icon
232
Sanofi
SNY
$115B
$1.9M 0.08%
+39,287
VV icon
233
Vanguard Large-Cap ETF
VV
$47.2B
$1.89M 0.08%
+6,615
ALL icon
234
Allstate
ALL
$55.1B
$1.88M 0.08%
+9,350
FIVN icon
235
FIVE9
FIVN
$1.34B
$1.87M 0.08%
+70,695
ASX icon
236
ASE Group
ASX
$52.4B
$1.87M 0.08%
+181,122
MO icon
237
Altria Group
MO
$116B
$1.84M 0.08%
+31,379
INTC icon
238
Intel
INTC
$222B
$1.75M 0.08%
+78,260
GM icon
239
General Motors
GM
$69B
$1.75M 0.08%
+35,572
BA icon
240
Boeing
BA
$179B
$1.74M 0.08%
+8,293
KKR icon
241
KKR & Co
KKR
$78.8B
$1.73M 0.08%
+12,976
FSLR icon
242
First Solar
FSLR
$20.9B
$1.71M 0.08%
+10,315
HSY icon
243
Hershey
HSY
$48.3B
$1.7M 0.08%
+10,270
BMO icon
244
Bank of Montreal
BMO
$101B
$1.68M 0.07%
+15,212
COR icon
245
Cencora
COR
$72.7B
$1.68M 0.07%
+5,611
TGT icon
246
Target
TGT
$51.5B
$1.66M 0.07%
+16,806
LNG icon
247
Cheniere Energy
LNG
$53.7B
$1.65M 0.07%
+6,764
NKE icon
248
Nike
NKE
$90.2B
$1.64M 0.07%
+23,112
SCZ icon
249
iShares MSCI EAFE Small-Cap ETF
SCZ
$14.3B
$1.63M 0.07%
+22,397
NOC icon
250
Northrop Grumman
NOC
$107B
$1.62M 0.07%
+3,250