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
SBAC icon
426
SBA Communications
SBAC
$21.2B
$794K 0.04%
+3,382
CNQ icon
427
Canadian Natural Resources
CNQ
$92.4B
$792K 0.04%
+25,235
VMBS icon
428
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.9B
$792K 0.04%
+17,090
SU icon
429
Suncor Energy
SU
$68.8B
$788K 0.04%
+21,043
BDX icon
430
Becton Dickinson
BDX
$50.2B
$783K 0.03%
+4,548
CDW icon
431
CDW
CDW
$16.2B
$783K 0.03%
+4,386
IDXX icon
432
Idexx Laboratories
IDXX
$50.8B
$782K 0.03%
+1,458
FNDX icon
433
Schwab Fundamental US Large Company Index ETF
FNDX
$24.4B
$781K 0.03%
+31,833
BUD icon
434
AB InBev
BUD
$153B
$779K 0.03%
+11,341
MRVL icon
435
Marvell Technology
MRVL
$68.5B
$779K 0.03%
+10,060
NVT icon
436
nVent Electric
NVT
$19.5B
$776K 0.03%
+10,596
USB icon
437
US Bancorp
USB
$84.9B
$775K 0.03%
+17,122
MASI icon
438
Masimo
MASI
$9.42B
$767K 0.03%
+4,557
MOS icon
439
The Mosaic Company
MOS
$8.73B
$765K 0.03%
+20,978
ES icon
440
Eversource Energy
ES
$27.9B
$760K 0.03%
+11,951
JHX icon
441
James Hardie Industries
JHX
$13.9B
$752K 0.03%
+27,967
ILMN icon
442
Illumina
ILMN
$20.3B
$749K 0.03%
+7,855
HLN icon
443
Haleon
HLN
$48.4B
$748K 0.03%
+72,121
MTD icon
444
Mettler-Toledo International
MTD
$26.9B
$747K 0.03%
+636
DLN icon
445
WisdomTree US LargeCap Dividend Fund
DLN
$5.88B
$746K 0.03%
+9,083
SRE icon
446
Sempra
SRE
$62.4B
$746K 0.03%
+9,840
IEF icon
447
iShares 7-10 Year Treasury Bond ETF
IEF
$48.2B
$743K 0.03%
+7,754
VST icon
448
Vistra
VST
$56.2B
$741K 0.03%
+3,821
RMD icon
449
ResMed
RMD
$37.5B
$738K 0.03%
+2,860
ALC icon
450
Alcon
ALC
$41.3B
$732K 0.03%
+8,290