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

Top Buys

1
+$6.64M
2
+$3.48M
3
+$1.87M
4
NVDA icon
NVIDIA
NVDA
+$1.38M
5
AVGO icon
Broadcom
AVGO
+$1.33M

Top Sells

1
+$3.56M
2
+$1.58M
3
+$1.26M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.07M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$954K

Sector Composition

1 Technology 29.98%
2 Financials 11.26%
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
EQT icon
326
EQT Corp
EQT
$36.4B
$1.27M 0.05%
23,275
-1,093
CP icon
327
Canadian Pacific Kansas City
CP
$72B
$1.25M 0.05%
16,800
-710
IUSG icon
328
iShares Core S&P US Growth ETF
IUSG
$29.1B
$1.25M 0.05%
7,605
SPG icon
329
Simon Property Group
SPG
$65.4B
$1.23M 0.05%
6,565
+340
CARR icon
330
Carrier Global
CARR
$50.3B
$1.23M 0.05%
20,587
-401
TCOM icon
331
Trip.com Group
TCOM
$35.7B
$1.22M 0.05%
16,263
-43
SLF icon
332
Sun Life Financial
SLF
$38.1B
$1.22M 0.05%
20,259
-441
L icon
333
Loews
L
$22.6B
$1.21M 0.05%
12,090
+392
AEM icon
334
Agnico Eagle Mines
AEM
$108B
$1.21M 0.05%
7,171
-148
CRWD icon
335
CrowdStrike
CRWD
$105B
$1.21M 0.05%
2,460
-8
AME icon
336
Ametek
AME
$52.7B
$1.2M 0.05%
6,407
+364
CM icon
337
Canadian Imperial Bank of Commerce
CM
$99B
$1.2M 0.05%
15,064
-53
DASH icon
338
DoorDash
DASH
$78.2B
$1.2M 0.05%
4,397
+130
DHI icon
339
D.R. Horton
DHI
$41.6B
$1.19M 0.05%
7,040
+287
PNR icon
340
Pentair
PNR
$14.3B
$1.19M 0.05%
10,737
+136
DIA icon
341
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.9B
$1.19M 0.05%
2,558
ESLT icon
342
Elbit Systems
ESLT
$40.8B
$1.18M 0.05%
2,318
+56
IWR icon
343
iShares Russell Mid-Cap ETF
IWR
$51.4B
$1.18M 0.05%
12,208
RIO icon
344
Rio Tinto
RIO
$163B
$1.16M 0.05%
17,583
-1,534
IRTC icon
345
iRhythm Holdings
IRTC
$3.95B
$1.16M 0.05%
6,742
AEP icon
346
American Electric Power
AEP
$73B
$1.16M 0.05%
10,298
+292
TTWO icon
347
Take-Two Interactive
TTWO
$39.5B
$1.16M 0.05%
4,477
+82
HPE icon
348
Hewlett Packard
HPE
$34.1B
$1.15M 0.05%
46,814
+802
LHX icon
349
L3Harris
LHX
$66.4B
$1.13M 0.05%
3,716
+115
PCAR icon
350
PACCAR
PCAR
$65.6B
$1.13M 0.05%
11,542
+526
12 13
14
15 16