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
$2.45B
AUM Growth
+$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$3.87M
3
+$1.95M
4
NVDA icon
NVIDIA
NVDA
+$1.48M
5
AVGO icon
Broadcom
AVGO
+$1.43M

Top Sells

1
+$4.01M
2
+$2.08M
3
+$1.26M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.07M
5
IWF icon
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
ACWI icon
251
iShares MSCI ACWI ETF
ACWI
$24B
$1.74M 0.07%
12,599
CCJ icon
252
Cameco
CCJ
$38.5B
$1.73M 0.07%
20,574
+1,292
AVDE icon
253
Avantis International Equity ETF
AVDE
$10.9B
$1.72M 0.07%
21,850
SCZ icon
254
iShares MSCI EAFE Small-Cap ETF
SCZ
$12.5B
$1.72M 0.07%
22,397
ELV icon
255
Elevance Health
ELV
$75.2B
$1.72M 0.07%
5,312
-193
FIVN icon
256
FIVE9
FIVN
$1.53B
$1.71M 0.07%
70,522
-173
BX icon
257
Blackstone
BX
$113B
$1.7M 0.07%
9,975
-871
GLW icon
258
Corning
GLW
$72.2B
$1.7M 0.07%
20,749
+754
KKR icon
259
KKR & Co
KKR
$109B
$1.7M 0.07%
13,094
+118
HWM icon
260
Howmet Aerospace
HWM
$82.3B
$1.68M 0.07%
8,546
+570
MET icon
261
MetLife
MET
$50.4B
$1.68M 0.07%
20,355
+809
LNG icon
262
Cheniere Energy
LNG
$44.9B
$1.67M 0.07%
7,122
+358
ROST icon
263
Ross Stores
ROST
$57.4B
$1.67M 0.07%
10,979
+159
KYN icon
264
Kayne Anderson Energy Infrastructure Fund
KYN
$2.1B
$1.65M 0.07%
133,672
+50,000
COP icon
265
ConocoPhillips
COP
$110B
$1.64M 0.07%
17,311
+684
NTES icon
266
NetEase
NTES
$87.4B
$1.63M 0.07%
10,739
-119
XPEV icon
267
XPeng
XPEV
$20.8B
$1.63M 0.07%
69,656
+1,547
NKE icon
268
Nike
NKE
$95.5B
$1.62M 0.07%
23,293
+181
BTI icon
269
British American Tobacco
BTI
$128B
$1.61M 0.07%
30,388
+4,014
OMC icon
270
Omnicom Group
OMC
$22.7B
$1.61M 0.07%
19,775
-2,426
DLR icon
271
Digital Realty Trust
DLR
$55B
$1.61M 0.07%
9,290
+163
FAST icon
272
Fastenal
FAST
$46.4B
$1.59M 0.07%
32,516
-910
AU icon
273
AngloGold Ashanti
AU
$43.3B
$1.59M 0.07%
22,663
-212
CEG icon
274
Constellation Energy
CEG
$114B
$1.59M 0.07%
4,837
+76
BKR icon
275
Baker Hughes
BKR
$49.5B
$1.59M 0.06%
32,622
-179
9 10
11
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