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 | |
|---|---|---|---|---|---|---|
426
SBA Communications
SBAC
$20.5B
| $794K | 0.04% |
+3,382
| New | +$794K |
|
427
Canadian Natural Resources
CNQ
$63B
| $792K | 0.04% |
+25,235
| New | +$792K |
|
428
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.8B
| $792K | 0.04% |
+17,090
| New | +$792K |
|
429
Suncor Energy
SU
$48.8B
| $788K | 0.04% |
+21,043
| New | +$788K |
|
430
Becton Dickinson
BDX
$54.9B
| $783K | 0.03% |
+4,548
| New | +$783K |
|
431
CDW
CDW
$22B
| $783K | 0.03% |
+4,386
| New | +$783K |
|
432
Idexx Laboratories
IDXX
$52.2B
| $782K | 0.03% |
+1,458
| New | +$782K |
|
433
Schwab Fundamental US Large Company Index ETF
FNDX
$19.9B
| $781K | 0.03% |
+31,833
| New | +$781K |
|
434
AB InBev
BUD
$116B
| $779K | 0.03% |
+11,341
| New | +$779K |
|
435
Marvell Technology
MRVL
$56.9B
| $779K | 0.03% |
+10,060
| New | +$779K |
|
436
nVent Electric
NVT
$14.9B
| $776K | 0.03% |
+10,596
| New | +$776K |
|
437
US Bancorp
USB
$75.7B
| $775K | 0.03% |
+17,122
| New | +$775K |
|
438
Masimo
MASI
$8.08B
| $767K | 0.03% |
+4,557
| New | +$767K |
|
439
The Mosaic Company
MOS
$10.3B
| $765K | 0.03% |
+20,978
| New | +$765K |
|
440
Eversource Energy
ES
$23.3B
| $760K | 0.03% |
+11,951
| New | +$760K |
|
441
James Hardie Industries plc
JHX
$11.7B
| $752K | 0.03% |
+27,967
| New | +$752K |
|
442
Illumina
ILMN
$15.5B
| $749K | 0.03% |
+7,855
| New | +$749K |
|
443
Haleon
HLN
$43.6B
| $748K | 0.03% |
+72,121
| New | +$748K |
|
444
Mettler-Toledo International
MTD
$27.1B
| $747K | 0.03% |
+636
| New | +$747K |
|
445
WisdomTree US LargeCap Dividend Fund
DLN
$5.25B
| $746K | 0.03% |
+9,083
| New | +$746K |
|
446
Sempra
SRE
$51.8B
| $746K | 0.03% |
+9,840
| New | +$746K |
|
447
iShares 7-10 Year Treasury Bond ETF
IEF
$36B
| $743K | 0.03% |
+7,754
| New | +$743K |
|
448
Vistra
VST
$63.7B
| $741K | 0.03% |
+3,821
| New | +$741K |
|
449
ResMed
RMD
$40.9B
| $738K | 0.03% |
+2,860
| New | +$738K |
|
450
Alcon
ALC
$39.5B
| $732K | 0.03% |
+8,290
| New | +$732K |
|