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
USB icon
401
US Bancorp
USB
$76.2B
$923K 0.04%
19,098
+1,976
EA icon
402
Electronic Arts
EA
$50.5B
$922K 0.04%
4,572
+81
O icon
403
Realty Income
O
$53B
$920K 0.04%
15,128
-1,368
OKE icon
404
Oneok
OKE
$45.8B
$919K 0.04%
12,597
-586
A icon
405
Agilent Technologies
A
$43.4B
$909K 0.04%
7,084
-844
PSA icon
406
Public Storage
PSA
$48.2B
$906K 0.04%
3,135
-75
VLO icon
407
Valero Energy
VLO
$53.9B
$905K 0.04%
5,318
+18
TEF icon
408
Telefonica
TEF
$24.2B
$904K 0.04%
177,909
-6,101
CAH icon
409
Cardinal Health
CAH
$50.4B
$899K 0.04%
5,729
-25
SLB icon
410
SLB Ltd
SLB
$54.1B
$899K 0.04%
26,149
-1,258
MUB icon
411
iShares National Muni Bond ETF
MUB
$41.7B
$894K 0.04%
8,394
+132
IDXX icon
412
Idexx Laboratories
IDXX
$60.1B
$892K 0.04%
1,396
-62
IR icon
413
Ingersoll Rand
IR
$31.7B
$890K 0.04%
10,778
+376
BDX icon
414
Becton Dickinson
BDX
$55.4B
$889K 0.04%
4,749
+201
FLEX icon
415
Flex
FLEX
$21.9B
$880K 0.04%
15,180
+946
PSTG icon
416
Pure Storage
PSTG
$29.2B
$873K 0.04%
10,416
+72
CHD icon
417
Church & Dwight Co
CHD
$20.4B
$868K 0.04%
9,905
-480
KMB icon
418
Kimberly-Clark
KMB
$36.2B
$865K 0.04%
6,954
+332
ROK icon
419
Rockwell Automation
ROK
$44.4B
$863K 0.04%
2,469
-157
JD icon
420
JD.com
JD
$42.3B
$861K 0.04%
24,617
-949
NOK icon
421
Nokia
NOK
$33.7B
$859K 0.04%
178,505
-31,478
MRVL icon
422
Marvell Technology
MRVL
$77.1B
$855K 0.03%
10,173
+113
NGG icon
423
National Grid
NGG
$75.5B
$850K 0.03%
11,702
-862
GIS icon
424
General Mills
GIS
$25.3B
$844K 0.03%
16,733
+621
CTVA icon
425
Corteva
CTVA
$45.6B
$838K 0.03%
12,384
+2
15 16
17
18 19