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
IUSG icon
326
iShares Core S&P US Growth ETF
IUSG
$27.1B
$1.14M 0.05%
+7,605
GD icon
327
General Dynamics
GD
$98.3B
$1.13M 0.05%
+3,880
DIA icon
328
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.2B
$1.13M 0.05%
+2,558
IWR icon
329
iShares Russell Mid-Cap ETF
IWR
$49.7B
$1.12M 0.05%
+12,208
RIO icon
330
Rio Tinto
RIO
$162B
$1.12M 0.05%
+19,117
ROP icon
331
Roper Technologies
ROP
$36.6B
$1.11M 0.05%
+1,962
PDD icon
332
Pinduoduo
PDD
$146B
$1.11M 0.05%
+10,600
OKTA icon
333
Okta
OKTA
$13.1B
$1.11M 0.05%
+11,065
UNM icon
334
Unum
UNM
$11.9B
$1.09M 0.05%
+13,544
AME icon
335
Ametek
AME
$55.3B
$1.09M 0.05%
+6,043
PNR icon
336
Pentair
PNR
$16.1B
$1.09M 0.05%
+10,601
NOK icon
337
Nokia
NOK
$46.3B
$1.09M 0.05%
+209,983
YUM icon
338
Yum! Brands
YUM
$45.2B
$1.09M 0.05%
+7,331
CVE icon
339
Cenovus Energy
CVE
$42.9B
$1.08M 0.05%
+79,776
DUK icon
340
Duke Energy
DUK
$102B
$1.08M 0.05%
+9,129
OKE icon
341
Oneok
OKE
$54.4B
$1.08M 0.05%
+13,183
L icon
342
Loews
L
$23.1B
$1.07M 0.05%
+11,698
CM icon
343
Canadian Imperial Bank of Commerce
CM
$94.2B
$1.07M 0.05%
+15,117
PSO icon
344
Pearson
PSO
$8.09B
$1.07M 0.05%
+71,556
TTWO icon
345
Take-Two Interactive
TTWO
$39.8B
$1.07M 0.05%
+4,395
MLM icon
346
Martin Marietta Materials
MLM
$40.4B
$1.07M 0.05%
+1,942
FDX icon
347
FedEx
FDX
$90.5B
$1.07M 0.05%
+4,689
KYN icon
348
Kayne Anderson Energy Infrastructure Fund
KYN
$2.44B
$1.06M 0.05%
+83,672
TFC icon
349
Truist Financial
TFC
$63.1B
$1.06M 0.05%
+24,586
IRM icon
350
Iron Mountain
IRM
$32.5B
$1.05M 0.05%
+10,271