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
$2.25B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1 +$134M
2 +$117M
3 +$110M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$96.3M
5
AMZN icon
Amazon
AMZN
+$70.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 28.71%
2 Financials 11.45%
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
BX icon
251
Blackstone
BX
$124B
$1.62M 0.07%
+10,846
ACWI icon
252
iShares MSCI ACWI ETF
ACWI
$25.9B
$1.62M 0.07%
+12,599
AVDE icon
253
Avantis International Equity ETF
AVDE
$12.2B
$1.62M 0.07%
+21,850
NSC icon
254
Norfolk Southern
NSC
$65.2B
$1.61M 0.07%
+6,276
TECK icon
255
Teck Resources
TECK
$25.5B
$1.6M 0.07%
+39,647
OMC icon
256
Omnicom Group
OMC
$25.4B
$1.6M 0.07%
+22,201
DLR icon
257
Digital Realty Trust
DLR
$55.2B
$1.59M 0.07%
+9,127
APD icon
258
Air Products & Chemicals
APD
$59.2B
$1.58M 0.07%
+5,596
BHP icon
259
BHP
BHP
$168B
$1.58M 0.07%
+32,754
MDT icon
260
Medtronic
MDT
$127B
$1.57M 0.07%
+18,061
MET icon
261
MetLife
MET
$51.3B
$1.57M 0.07%
+19,546
FTNT icon
262
Fortinet
FTNT
$56.8B
$1.54M 0.07%
+14,592
CEG icon
263
Constellation Energy
CEG
$124B
$1.54M 0.07%
+4,761
BR icon
264
Broadridge
BR
$25.6B
$1.54M 0.07%
+6,321
CARR icon
265
Carrier Global
CARR
$46.8B
$1.54M 0.07%
+20,988
III icon
266
Information Services Group
III
$291M
$1.53M 0.07%
+318,404
PYPL icon
267
PayPal
PYPL
$53.1B
$1.52M 0.07%
+20,479
CME icon
268
CME Group
CME
$98.3B
$1.52M 0.07%
+5,520
RCL icon
269
Royal Caribbean
RCL
$75.8B
$1.52M 0.07%
+4,839
TTE icon
270
TotalEnergies
TTE
$141B
$1.5M 0.07%
+24,420
COP icon
271
ConocoPhillips
COP
$122B
$1.49M 0.07%
+16,627
URI icon
272
United Rentals
URI
$59B
$1.49M 0.07%
+1,974
HWM icon
273
Howmet Aerospace
HWM
$90.3B
$1.48M 0.07%
+7,976
KBH icon
274
KB Home
KBH
$3.93B
$1.48M 0.07%
+28,004
IUSB icon
275
iShares Core Universal USD Bond ETF
IUSB
$34.6B
$1.48M 0.07%
+32,048