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
XLK icon
301
State Street Technology Select Sector SPDR ETF
XLK
$88.2B
$1.31M 0.06%
+10,324
TD icon
302
Toronto Dominion Bank
TD
$165B
$1.3M 0.06%
+17,662
NEM icon
303
Newmont
NEM
$139B
$1.29M 0.06%
+22,062
CNI icon
304
Canadian National Railway
CNI
$68.6B
$1.26M 0.06%
+12,158
FLOT icon
305
iShares Floating Rate Bond ETF
FLOT
$9.2B
$1.26M 0.06%
+24,670
BKR icon
306
Baker Hughes
BKR
$64.2B
$1.26M 0.06%
+32,801
CRWD icon
307
CrowdStrike
CRWD
$96B
$1.26M 0.06%
+2,468
WELL icon
308
Welltower
WELL
$145B
$1.25M 0.06%
+8,139
OC icon
309
Owens Corning
OC
$9.6B
$1.25M 0.06%
+9,085
TME icon
310
Tencent Music
TME
$22.2B
$1.25M 0.06%
+64,054
BTI icon
311
British American Tobacco
BTI
$135B
$1.25M 0.06%
+26,374
DB icon
312
Deutsche Bank
DB
$65.7B
$1.25M 0.06%
+42,561
VGT icon
313
Vanguard Information Technology ETF
VGT
$110B
$1.24M 0.06%
+1,873
VB icon
314
Vanguard Small-Cap ETF
VB
$74B
$1.23M 0.05%
+5,186
XPEV icon
315
XPeng
XPEV
$16.1B
$1.22M 0.05%
+68,109
NXDR
316
Nextdoor Holdings
NXDR
$671M
$1.2M 0.05%
+722,489
MFG icon
317
Mizuho Financial
MFG
$107B
$1.19M 0.05%
+213,671
ZTS icon
318
Zoetis
ZTS
$54.2B
$1.19M 0.05%
+7,599
SCHE icon
319
Schwab Emerging Markets Equity ETF
SCHE
$12.2B
$1.18M 0.05%
+39,145
APP icon
320
Applovin
APP
$145B
$1.18M 0.05%
+3,370
DRI icon
321
Darden Restaurants
DRI
$24.3B
$1.18M 0.05%
+5,393
NTAP icon
322
NetApp
NTAP
$19.8B
$1.17M 0.05%
+10,980
FCX icon
323
Freeport-McMoran
FCX
$97.5B
$1.17M 0.05%
+26,952
CTAS icon
324
Cintas
CTAS
$80.4B
$1.16M 0.05%
+5,197
PHG icon
325
Philips
PHG
$29.5B
$1.14M 0.05%
+47,721