LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.25B
This Quarter Return
-3.05%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.74B
AUM Growth
-$29.3M
Cap. Flow
+$61.3M
Cap. Flow %
3.52%
Top 10 Hldgs %
29.71%
Holding
969
New
60
Increased
528
Reduced
271
Closed
55

Top Buys

1
AAPL icon
Apple
AAPL
$26.4M
2
DIS icon
Walt Disney
DIS
$2.69M
3
SHEL icon
Shell
SHEL
$2.46M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
$1.92M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
$1.85M

Top Sells

1
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
$1.75M
2
VTI icon
Vanguard Total Stock Market ETF
VTI
$1.57M
3
VEDL
Vedanta Limited American Depostary Shares (Each representing four equity shares)
VEDL
$1.31M
4
INFO
IHS Markit Ltd. Common Shares
INFO
$1.3M
5
XLNX
Xilinx Inc
XLNX
$1.16M

Sector Composition

1 Technology 23.8%
2 Financials 12.42%
3 Healthcare 10.88%
4 Consumer Discretionary 8.34%
5 Communication Services 6.88%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
HCA icon
251
HCA Healthcare
HCA
$98.5B
$1.32M 0.08%
5,269
+288
+6% +$72.2K
COP icon
252
ConocoPhillips
COP
$116B
$1.32M 0.08%
13,160
+619
+5% +$61.9K
JD icon
253
JD.com
JD
$44.6B
$1.31M 0.07%
22,601
+2,284
+11% +$132K
ROK icon
254
Rockwell Automation
ROK
$38.2B
$1.31M 0.07%
4,660
+86
+2% +$24.1K
RACE icon
255
Ferrari
RACE
$87.1B
$1.3M 0.07%
5,954
-64
-1% -$14K
VV icon
256
Vanguard Large-Cap ETF
VV
$44.6B
$1.3M 0.07%
6,227
+50
+0.8% +$10.4K
KMB icon
257
Kimberly-Clark
KMB
$43.1B
$1.29M 0.07%
10,505
+655
+7% +$80.7K
SO icon
258
Southern Company
SO
$101B
$1.29M 0.07%
17,763
+679
+4% +$49.2K
IBM icon
259
IBM
IBM
$232B
$1.28M 0.07%
9,835
+214
+2% +$27.8K
SLF icon
260
Sun Life Financial
SLF
$32.4B
$1.28M 0.07%
22,881
-252
-1% -$14.1K
HSY icon
261
Hershey
HSY
$37.6B
$1.27M 0.07%
5,883
+224
+4% +$48.5K
WIT icon
262
Wipro
WIT
$28.6B
$1.27M 0.07%
329,730
+43,504
+15% +$168K
IVV icon
263
iShares Core S&P 500 ETF
IVV
$664B
$1.27M 0.07%
2,793
+1
+0% +$454
EL icon
264
Estee Lauder
EL
$32.1B
$1.27M 0.07%
4,649
-135
-3% -$36.8K
AZO icon
265
AutoZone
AZO
$70.6B
$1.26M 0.07%
616
-14
-2% -$28.6K
DFUS icon
266
Dimensional US Equity ETF
DFUS
$16.5B
$1.26M 0.07%
25,640
+13,667
+114% +$670K
EMR icon
267
Emerson Electric
EMR
$74.6B
$1.24M 0.07%
12,613
+456
+4% +$44.7K
SNPS icon
268
Synopsys
SNPS
$111B
$1.23M 0.07%
3,683
+618
+20% +$206K
NGG icon
269
National Grid
NGG
$69.6B
$1.22M 0.07%
17,414
+525
+3% +$36.8K
DG icon
270
Dollar General
DG
$24.1B
$1.22M 0.07%
5,473
+519
+10% +$116K
PKX icon
271
POSCO
PKX
$15.5B
$1.22M 0.07%
20,565
+22
+0.1% +$1.3K
PSA icon
272
Public Storage
PSA
$52.2B
$1.22M 0.07%
3,120
+301
+11% +$118K
KEYS icon
273
Keysight
KEYS
$28.9B
$1.21M 0.07%
7,676
+12
+0.2% +$1.9K
VYM icon
274
Vanguard High Dividend Yield ETF
VYM
$64.2B
$1.16M 0.07%
10,359
+56
+0.5% +$6.29K
GWW icon
275
W.W. Grainger
GWW
$47.5B
$1.16M 0.07%
2,251
+34
+2% +$17.5K
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