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
VSS icon
451
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.3B
$728K 0.03%
+5,419
WCN icon
452
Waste Connections
WCN
$44.3B
$725K 0.03%
+3,882
IEX icon
453
IDEX
IEX
$15.8B
$724K 0.03%
+4,126
INDA icon
454
iShares MSCI India ETF
INDA
$9.03B
$723K 0.03%
+12,980
EXC icon
455
Exelon
EXC
$50.3B
$721K 0.03%
+16,605
HBAN icon
456
Huntington Bancshares
HBAN
$34.4B
$720K 0.03%
+42,934
VEEV icon
457
Veeva Systems
VEEV
$29.8B
$719K 0.03%
+2,495
EA icon
458
Electronic Arts
EA
$50.3B
$717K 0.03%
+4,491
ED icon
459
Consolidated Edison
ED
$40.4B
$717K 0.03%
+7,143
BRK.B icon
460
Berkshire Hathaway Class B
BRK.B
$1.04T
$717K 0.03%
+1,475
VLO icon
461
Valero Energy
VLO
$65.5B
$712K 0.03%
+5,300
CTSH icon
462
Cognizant
CTSH
$30.4B
$712K 0.03%
+9,126
FLEX icon
463
Flex
FLEX
$24.1B
$711K 0.03%
+14,234
PKX icon
464
POSCO
PKX
$20.9B
$710K 0.03%
+14,639
ODFL icon
465
Old Dominion Freight Line
ODFL
$43.4B
$708K 0.03%
+4,360
PRM icon
466
Perimeter Solutions
PRM
$3.44B
$705K 0.03%
+50,680
KDP icon
467
Keurig Dr Pepper
KDP
$40.7B
$704K 0.03%
+21,283
DEO icon
468
Diageo
DEO
$48.1B
$702K 0.03%
+6,961
EDU icon
469
New Oriental
EDU
$8.7B
$701K 0.03%
+12,998
SYY icon
470
Sysco
SYY
$43.3B
$698K 0.03%
+9,219
BXP icon
471
Boston Properties
BXP
$8.92B
$695K 0.03%
+10,301
FIS icon
472
Fidelity National Information Services
FIS
$25.9B
$695K 0.03%
+8,535
TAK icon
473
Takeda Pharmaceutical
TAK
$58.3B
$694K 0.03%
+44,868
FAF icon
474
First American
FAF
$7.16B
$683K 0.03%
+11,124
CLX icon
475
Clorox
CLX
$15.3B
$682K 0.03%
+5,680