LNWWM
Laird Norton Wetherby Wealth Management Portfolio holdings
AUM
$2.45B
1 Year Est. Return
–
AUM
$2.45B
AUM Growth
+$203M
(+9%)
Holding
971
Top Buys
| 1 | +$6.75M | |
| 2 | +$3.87M | |
| 3 | +$1.95M | |
| 4 |
NVIDIA
NVDA
|
+$1.48M |
| 5 |
Broadcom
AVGO
|
+$1.43M |
Top Sells
| 1 | +$4.01M | |
| 2 | +$2.08M | |
| 3 | +$1.26M | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.07M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$1M |
Sector Composition
| 1 | Technology | 30% |
| 2 | Financials | 11.25% |
| 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 | |
|---|---|---|---|---|---|---|
351
Duke Energy
DUK
$96.4B
| $1.12M | 0.05% |
9,085
-44
|
|
||
352
Truist Financial
TFC
$59.5B
| $1.12M | 0.05% |
24,552
-34
|
|
||
353
Sea Limited
SE
$82.3B
| $1.12M | 0.05% |
6,266
+36
|
|
||
354
NVR
NVR
$20.5B
| $1.12M | 0.05% |
139
+2
|
|
||
355
Yum! Brands
YUM
$42.5B
| $1.11M | 0.05% |
7,329
-2
|
|
||
356
Cintas
CTAS
$74.8B
| $1.11M | 0.05% |
5,401
+204
|
|
||
357
GSK
GSK
$96.6B
| $1.1M | 0.04% |
25,507
-1,553
|
|
||
358
Telefônica Brasil
VIV
$21.2B
| $1.08M | 0.04% |
84,863
+3,366
|
|
||
359
Synopsys
SNPS
$77.6B
| $1.08M | 0.04% |
2,188
+493
|
|
||
360
FedEx
FDX
$65B
| $1.08M | 0.04% |
4,576
-113
|
|
||
361
Iron Mountain
IRM
$25.5B
| $1.08M | 0.04% |
10,565
+294
|
|
||
362
Lloyds Banking Group
LYG
$75B
| $1.07M | 0.04% |
236,104
+9,797
|
|
||
363
Unum
UNM
$12.7B
| $1.07M | 0.04% |
13,709
+165
|
|
||
364
iShares S&P 100 ETF
OEF
$29B
| $1.07M | 0.04% |
3,203
-250
|
|
||
365
Quanta Services
PWR
$69.3B
| $1.07M | 0.04% |
2,570
+301
|
|
||
366
Devon Energy
DVN
$23.2B
| $1.06M | 0.04% |
30,343
-1,134
|
|
||
367
Canadian National Railway
CNI
$59B
| $1.06M | 0.04% |
11,223
-935
|
|
||
368
nVent Electric
NVT
$17.3B
| $1.05M | 0.04% |
10,694
+98
|
|
||
369
iShares Core US Aggregate Bond ETF
AGG
$135B
| $1.05M | 0.04% |
10,498
+2,390
|
|
||
370
Zoetis
ZTS
$56.5B
| $1.05M | 0.04% |
7,164
-435
|
|
||
371
Perimeter Solutions
PRM
$4.12B
| $1.05M | 0.04% |
46,753
-3,927
|
|
||
372
Darden Restaurants
DRI
$20.9B
| $1.04M | 0.04% |
5,480
+87
|
|
||
373
Pearson
PSO
$8.38B
| $1.04M | 0.04% |
73,194
+1,638
|
|
||
374
Freeport-McMoran
FCX
$61.7B
| $1.03M | 0.04% |
26,170
-782
|
|
||
375
InterContinental Hotels
IHG
$20.2B
| $1.03M | 0.04% |
8,455
-162
|
|