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
CHT icon
276
Chunghwa Telecom
CHT
$32.9B
$1.48M 0.07%
+31,651
NTES icon
277
NetEase
NTES
$88.7B
$1.46M 0.07%
+10,858
VYM icon
278
Vanguard High Dividend Yield ETF
VYM
$65.3B
$1.45M 0.06%
+10,911
MMM icon
279
3M
MMM
$89B
$1.43M 0.06%
+9,403
CCJ icon
280
Cameco
CCJ
$36.9B
$1.43M 0.06%
+19,282
DFAS icon
281
Dimensional US Small Cap ETF
DFAS
$11.1B
$1.43M 0.06%
+22,444
EQT icon
282
EQT Corp
EQT
$37.4B
$1.42M 0.06%
+24,368
FAST icon
283
Fastenal
FAST
$46.4B
$1.4M 0.06%
+33,426
NRG icon
284
NRG Energy
NRG
$31.7B
$1.4M 0.06%
+8,706
CMG icon
285
Chipotle Mexican Grill
CMG
$41.7B
$1.4M 0.06%
+24,850
CP icon
286
Canadian Pacific Kansas City
CP
$63.7B
$1.39M 0.06%
+17,510
SO icon
287
Southern Company
SO
$99.9B
$1.39M 0.06%
+15,095
ROST icon
288
Ross Stores
ROST
$52.2B
$1.38M 0.06%
+10,820
HPQ icon
289
HP
HPQ
$22.9B
$1.38M 0.06%
+56,419
SLF icon
290
Sun Life Financial
SLF
$33B
$1.38M 0.06%
+20,700
PSX icon
291
Phillips 66
PSX
$57.3B
$1.37M 0.06%
+11,513
BCS icon
292
Barclays
BCS
$75.5B
$1.36M 0.06%
+73,193
WMB icon
293
Williams Companies
WMB
$74.5B
$1.36M 0.06%
+21,640
VXUS icon
294
Vanguard Total International Stock ETF
VXUS
$108B
$1.36M 0.06%
+19,631
IMO icon
295
Imperial Oil
IMO
$49.2B
$1.34M 0.06%
+16,856
EMR icon
296
Emerson Electric
EMR
$71.7B
$1.34M 0.06%
+10,014
KEYS icon
297
Keysight
KEYS
$30.8B
$1.33M 0.06%
+8,137
REGN icon
298
Regeneron Pharmaceuticals
REGN
$72.9B
$1.33M 0.06%
+2,530
ITOT icon
299
iShares Core S&P Total US Stock Market ETF
ITOT
$78.2B
$1.33M 0.06%
+9,831
AEG icon
300
Aegon
AEG
$12.3B
$1.31M 0.06%
+181,151