LNWWM
Laird Norton Wetherby Wealth Management Portfolio holdings
AUM
$2.25B
This Quarter Return
+13.22%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$2.25B
AUM Growth
–
Cap. Flow
+$2.25B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
32.27%
Holding
929
New
929
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$134M |
| 2 |
Microsoft
MSFT
|
$117M |
| 3 |
NVIDIA
NVDA
|
$110M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$96.3M |
| 5 |
Amazon
AMZN
|
$70.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 28.71% |
| 2 | Financials | 11.45% |
| 3 | Consumer Discretionary | 8.2% |
| 4 | Communication Services | 7.84% |
| 5 | Healthcare | 7.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
DoorDash
DASH
$105B
| $1.05M | 0.05% |
+4,267
| New | +$1.05M |
|
352
Corning
GLW
$61B
| $1.05M | 0.05% |
+19,995
| New | +$1.05M |
|
353
iShares S&P 100 ETF
OEF
$22.1B
| $1.05M | 0.05% |
+3,453
| New | +$1.05M |
|
354
PACCAR
PCAR
$52B
| $1.05M | 0.05% |
+11,016
| New | +$1.05M |
|
355
AngloGold Ashanti
AU
$30.2B
| $1.04M | 0.05% |
+22,875
| New | +$1.04M |
|
356
GSK
GSK
$81.5B
| $1.04M | 0.05% |
+27,060
| New | +$1.04M |
|
357
American Electric Power
AEP
$57.8B
| $1.04M | 0.05% |
+10,006
| New | +$1.04M |
|
358
iRhythm Technologies
IRTC
$5.82B
| $1.04M | 0.05% |
+6,742
| New | +$1.04M |
|
359
Banco Bilbao Vizcaya Argentaria
BBVA
$105B
| $1.04M | 0.05% |
+67,453
| New | +$1.04M |
|
360
Cousins Properties
CUZ
$4.95B
| $1.03M | 0.05% |
+34,152
| New | +$1.03M |
|
361
Elbit Systems
ESLT
$22.3B
| $1.02M | 0.05% |
+2,262
| New | +$1.02M |
|
362
NVR
NVR
$23.5B
| $1.01M | 0.05% |
+137
| New | +$1.01M |
|
363
Copart
CPRT
$47B
| $1.01M | 0.04% |
+20,575
| New | +$1.01M |
|
364
Devon Energy
DVN
$22.1B
| $1M | 0.04% |
+31,477
| New | +$1M |
|
365
Simon Property Group
SPG
$59.5B
| $1M | 0.04% |
+6,225
| New | +$1M |
|
366
Church & Dwight Co
CHD
$23.3B
| $998K | 0.04% |
+10,385
| New | +$998K |
|
367
Arthur J. Gallagher & Co
AJG
$76.7B
| $998K | 0.04% |
+3,117
| New | +$998K |
|
368
Sea Limited
SE
$113B
| $996K | 0.04% |
+6,230
| New | +$996K |
|
369
InterContinental Hotels
IHG
$18.8B
| $994K | 0.04% |
+8,617
| New | +$994K |
|
370
Airbnb
ABNB
$75.8B
| $979K | 0.04% |
+7,397
| New | +$979K |
|
371
Cardinal Health
CAH
$35.7B
| $967K | 0.04% |
+5,754
| New | +$967K |
|
372
Telefonica
TEF
$30.1B
| $962K | 0.04% |
+184,010
| New | +$962K |
|
373
Lloyds Banking Group
LYG
$64.5B
| $962K | 0.04% |
+226,307
| New | +$962K |
|
374
Trip.com Group
TCOM
$47.6B
| $956K | 0.04% |
+16,306
| New | +$956K |
|
375
Realty Income
O
$54.2B
| $950K | 0.04% |
+16,496
| New | +$950K |
|