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
$2.45B
AUM Growth
+$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Buys

1
+$6.64M
2
+$3.48M
3
+$1.87M
4
NVDA icon
NVIDIA
NVDA
+$1.38M
5
AVGO icon
Broadcom
AVGO
+$1.33M

Top Sells

1
+$3.56M
2
+$1.58M
3
+$1.26M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.07M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$954K

Sector Composition

1 Technology 29.98%
2 Financials 11.26%
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
WCC icon
451
WESCO International
WCC
$15.5B
$754K 0.03%
3,567
+72
ED icon
452
Consolidated Edison
ED
$40.6B
$753K 0.03%
7,493
+350
IEF icon
453
iShares 7-10 Year Treasury Bond ETF
IEF
$48.8B
$748K 0.03%
7,754
HSIC icon
454
Henry Schein
HSIC
$9.05B
$746K 0.03%
11,234
+121
DD icon
455
DuPont de Nemours
DD
$19.4B
$744K 0.03%
22,836
-17
TYG
456
Tortoise Energy Infrastructure Corp
TYG
$998M
$742K 0.03%
17,220
+8,610
BRK.B icon
457
Berkshire Hathaway Class B
BRK.B
$1.02T
$742K 0.03%
1,475
LI icon
458
Li Auto
LI
$19.1B
$733K 0.03%
28,922
-536
ILMN icon
459
Illumina
ILMN
$20.4B
$732K 0.03%
7,711
-144
DFAC icon
460
Dimensional US Core Equity 2 ETF
DFAC
$44B
$731K 0.03%
18,948
VEEV icon
461
Veeva Systems
VEEV
$27.6B
$731K 0.03%
2,453
-42
BXP icon
462
Boston Properties
BXP
$9.21B
$726K 0.03%
9,761
-540
PRU icon
463
Prudential Financial
PRU
$35.7B
$725K 0.03%
6,989
-600
AIG icon
464
American International
AIG
$42.1B
$724K 0.03%
9,222
-83
FERG icon
465
Ferguson
FERG
$52.3B
$712K 0.03%
3,169
+157
VNO icon
466
Vornado Realty Trust
VNO
$5.52B
$709K 0.03%
17,504
+962
RBRK icon
467
Rubrik
RBRK
$11B
$704K 0.03%
8,563
+3,430
PKX icon
468
POSCO
PKX
$20.3B
$704K 0.03%
14,312
-327
SPDV icon
469
AAM S&P 500 High Dividend Value ETF
SPDV
$88.5M
$695K 0.03%
20,000
+10,000
ENIC icon
470
Enel Chile
ENIC
$6.31B
$693K 0.03%
178,268
+49,535
BP icon
471
BP
BP
$116B
$689K 0.03%
20,006
-380
HACK icon
472
Amplify Cybersecurity ETF
HACK
$1.97B
$689K 0.03%
7,940
+3,025
OVV icon
473
Ovintiv
OVV
$15B
$689K 0.03%
17,060
+552
EDU icon
474
New Oriental
EDU
$9.31B
$688K 0.03%
12,965
-33
CNQ icon
475
Canadian Natural Resources
CNQ
$90.4B
$688K 0.03%
21,527
-3,708
17 18
19
20 21