LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
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
+$6.75M
2
+$3.87M
3
+$1.95M
4
NVDA icon
NVIDIA
NVDA
+$1.48M
5
AVGO icon
Broadcom
AVGO
+$1.43M

Top Sells

1
+$4.01M
2
+$2.08M
3
+$1.26M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.07M
5
IWF icon
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
ORA icon
376
Ormat Technologies
ORA
$6.86B
$1.02M 0.04%
10,599
-100
CUZ icon
377
Cousins Properties
CUZ
$4.33B
$1.02M 0.04%
35,121
+969
SCCO icon
378
Southern Copper
SCCO
$110B
$1.01M 0.04%
8,430
-84
AJG icon
379
Arthur J. Gallagher & Co
AJG
$63.6B
$1.01M 0.04%
3,254
+137
VTV icon
380
Vanguard Value ETF
VTV
$153B
$1.01M 0.04%
5,393
+60
CHGX icon
381
AXS Change Finance ESG ETF
CHGX
$135M
$994K 0.04%
36,394
MNST icon
382
Monster Beverage
MNST
$73.3B
$993K 0.04%
14,759
+1,525
DFUS icon
383
Dimensional US Equity ETF
DFUS
$18B
$990K 0.04%
13,667
COIN icon
384
Coinbase
COIN
$73.6B
$983K 0.04%
2,912
+287
FTNT icon
385
Fortinet
FTNT
$60.3B
$983K 0.04%
11,687
-2,905
SRE icon
386
Sempra
SRE
$61.8B
$979K 0.04%
10,877
+1,037
SGOL icon
387
abrdn Physical Gold Shares ETF
SGOL
$7.13B
$968K 0.04%
26,294
+617
CMG icon
388
Chipotle Mexican Grill
CMG
$45.6B
$964K 0.04%
24,598
-252
NMR icon
389
Nomura Holdings
NMR
$22.2B
$952K 0.04%
130,916
+4,648
OKTA icon
390
Okta
OKTA
$14.2B
$945K 0.04%
10,306
-759
STM icon
391
STMicroelectronics
STM
$20.4B
$944K 0.04%
33,414
+2,920
VTR icon
392
Ventas
VTR
$37.9B
$944K 0.04%
13,491
+76
IX icon
393
ORIX
IX
$30.5B
$939K 0.04%
35,962
-619
CVS icon
394
CVS Health
CVS
$102B
$938K 0.04%
12,443
-210
PEG icon
395
Public Service Enterprise Group
PEG
$41.7B
$938K 0.04%
11,239
+243
ES icon
396
Eversource Energy
ES
$25.2B
$937K 0.04%
13,178
+1,227
FITB icon
397
Fifth Third Bancorp
FITB
$28.7B
$935K 0.04%
20,977
+855
ABNB icon
398
Airbnb
ABNB
$70.9B
$931K 0.04%
7,666
+269
CPRT icon
399
Copart
CPRT
$37.7B
$925K 0.04%
20,571
-4
ARGX icon
400
argenx
ARGX
$56.1B
$924K 0.04%
1,253
+33
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