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
DASH icon
351
DoorDash
DASH
$77B
$1.05M 0.05%
+4,267
GLW icon
352
Corning
GLW
$135B
$1.05M 0.05%
+19,995
OEF icon
353
iShares S&P 100 ETF
OEF
$28.7B
$1.05M 0.05%
+3,453
PCAR icon
354
PACCAR
PCAR
$65.7B
$1.05M 0.05%
+11,016
AU icon
355
AngloGold Ashanti
AU
$64.5B
$1.04M 0.05%
+22,875
GSK icon
356
GSK
GSK
$117B
$1.04M 0.05%
+27,060
AEP icon
357
American Electric Power
AEP
$72.4B
$1.04M 0.05%
+10,006
IRTC icon
358
iRhythm Holdings
IRTC
$4.17B
$1.04M 0.05%
+6,742
BBVA icon
359
Banco Bilbao Vizcaya Argentaria
BBVA
$127B
$1.04M 0.05%
+67,453
CUZ icon
360
Cousins Properties
CUZ
$3.89B
$1.03M 0.05%
+34,152
ESLT icon
361
Elbit Systems
ESLT
$38.2B
$1.02M 0.05%
+2,262
NVR icon
362
NVR
NVR
$20.6B
$1.01M 0.05%
+137
CPRT icon
363
Copart
CPRT
$37.2B
$1.01M 0.05%
+20,575
DVN icon
364
Devon Energy
DVN
$27.7B
$1M 0.04%
+31,477
SPG icon
365
Simon Property Group
SPG
$66.2B
$1M 0.04%
+6,225
CHD icon
366
Church & Dwight Co
CHD
$24.7B
$998K 0.04%
+10,385
AJG icon
367
Arthur J. Gallagher & Co
AJG
$59.2B
$998K 0.04%
+3,117
SE icon
368
Sea Limited
SE
$62.2B
$996K 0.04%
+6,230
IHG icon
369
InterContinental Hotels
IHG
$20.2B
$994K 0.04%
+8,617
ABNB icon
370
Airbnb
ABNB
$80.4B
$979K 0.04%
+7,397
CAH icon
371
Cardinal Health
CAH
$54B
$967K 0.04%
+5,754
TEF
372
DELISTED
Telefonica
TEF
$962K 0.04%
+184,010
LYG icon
373
Lloyds Banking Group
LYG
$80.7B
$962K 0.04%
+226,307
TCOM icon
374
Trip.com Group
TCOM
$33.7B
$956K 0.04%
+16,306
O icon
375
Realty Income
O
$61.9B
$950K 0.04%
+16,496