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 | |
|---|---|---|---|---|---|---|
451
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.83B
| $728K | 0.03% |
+5,419
| New | +$728K |
|
452
Waste Connections
WCN
$45.7B
| $725K | 0.03% |
+3,882
| New | +$725K |
|
453
IDEX
IEX
$12.2B
| $724K | 0.03% |
+4,126
| New | +$724K |
|
454
iShares MSCI India ETF
INDA
$9.31B
| $723K | 0.03% |
+12,980
| New | +$723K |
|
455
Exelon
EXC
$43.6B
| $721K | 0.03% |
+16,605
| New | +$721K |
|
456
Huntington Bancshares
HBAN
$25.8B
| $720K | 0.03% |
+42,934
| New | +$720K |
|
457
Veeva Systems
VEEV
$45.8B
| $719K | 0.03% |
+2,495
| New | +$719K |
|
458
Electronic Arts
EA
$41.7B
| $717K | 0.03% |
+4,491
| New | +$717K |
|
459
Consolidated Edison
ED
$34.8B
| $717K | 0.03% |
+7,143
| New | +$717K |
|
460
Berkshire Hathaway Class B
BRK.B
$1.07T
| $717K | 0.03% |
+1,475
| New | +$717K |
|
461
Valero Energy
VLO
$50.5B
| $712K | 0.03% |
+5,300
| New | +$712K |
|
462
Cognizant
CTSH
$34.8B
| $712K | 0.03% |
+9,126
| New | +$712K |
|
463
Flex
FLEX
$20.7B
| $711K | 0.03% |
+14,234
| New | +$711K |
|
464
POSCO
PKX
$15.6B
| $710K | 0.03% |
+14,639
| New | +$710K |
|
465
Old Dominion Freight Line
ODFL
$31.1B
| $708K | 0.03% |
+4,360
| New | +$708K |
|
466
Perimeter Solutions
PRM
$3.23B
| $705K | 0.03% |
+50,680
| New | +$705K |
|
467
Keurig Dr Pepper
KDP
$37.5B
| $704K | 0.03% |
+21,283
| New | +$704K |
|
468
Diageo
DEO
$58.9B
| $702K | 0.03% |
+6,961
| New | +$702K |
|
469
New Oriental
EDU
$8.47B
| $701K | 0.03% |
+12,998
| New | +$701K |
|
470
Sysco
SYY
$38.5B
| $698K | 0.03% |
+9,219
| New | +$698K |
|
471
Boston Properties
BXP
$11.6B
| $695K | 0.03% |
+10,301
| New | +$695K |
|
472
Fidelity National Information Services
FIS
$35.8B
| $695K | 0.03% |
+8,535
| New | +$695K |
|
473
Takeda Pharmaceutical
TAK
$48.2B
| $694K | 0.03% |
+44,868
| New | +$694K |
|
474
First American
FAF
$6.83B
| $683K | 0.03% |
+11,124
| New | +$683K |
|
475
Clorox
CLX
$15.3B
| $682K | 0.03% |
+5,680
| New | +$682K |
|