LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.25B
This Quarter Return
+10.65%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.77B
AUM Growth
+$1.77B
Cap. Flow
+$22.6M
Cap. Flow %
1.28%
Top 10 Hldgs %
29.05%
Holding
951
New
48
Increased
505
Reduced
271
Closed
43

Top Buys

1
NFLX icon
Netflix
NFLX
$6.55M
2
ABNB icon
Airbnb
ABNB
$1.55M
3
PINS icon
Pinterest
PINS
$1.36M
4
TSLA icon
Tesla
TSLA
$1.28M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
$1.2M

Top Sells

1
MDLA
Medallia, Inc.
MDLA
$6.27M
2
T icon
AT&T
T
$3.38M
3
VTI icon
Vanguard Total Stock Market ETF
VTI
$3.23M
4
TDOC icon
Teladoc Health
TDOC
$1.61M
5
TIP icon
iShares TIPS Bond ETF
TIP
$1.06M

Sector Composition

1 Technology 23.65%
2 Financials 11.67%
3 Healthcare 11.13%
4 Consumer Discretionary 8.99%
5 Communication Services 7.7%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
V icon
26
Visa
V
$681B
$11.1M 0.62%
51,187
-182
-0.4% -$39.4K
VWO icon
27
Vanguard FTSE Emerging Markets ETF
VWO
$96.5B
$9.8M 0.55%
198,209
+18,345
+10% +$907K
DIS icon
28
Walt Disney
DIS
$211B
$9.16M 0.51%
59,162
-41
-0.1% -$6.35K
ADBE icon
29
Adobe
ADBE
$148B
$8.97M 0.5%
15,814
-168
-1% -$95.3K
PG icon
30
Procter & Gamble
PG
$370B
$8.58M 0.48%
52,443
+1,421
+3% +$232K
CSCO icon
31
Cisco
CSCO
$268B
$8.53M 0.48%
134,562
+4,700
+4% +$298K
MRK icon
32
Merck
MRK
$210B
$8.37M 0.47%
109,182
-51
-0% -$3.91K
PFE icon
33
Pfizer
PFE
$141B
$8.3M 0.47%
140,487
+6,711
+5% +$396K
BAC icon
34
Bank of America
BAC
$371B
$8.04M 0.45%
180,663
+5,789
+3% +$258K
COST icon
35
Costco
COST
$421B
$7.93M 0.45%
13,970
+37
+0.3% +$21K
ABBV icon
36
AbbVie
ABBV
$374B
$7.24M 0.41%
53,486
+1,227
+2% +$166K
MA icon
37
Mastercard
MA
$536B
$7.24M 0.41%
20,154
+74
+0.4% +$26.6K
PEP icon
38
PepsiCo
PEP
$203B
$7.15M 0.4%
41,132
-67
-0.2% -$11.6K
DHR icon
39
Danaher
DHR
$143B
$7.11M 0.4%
21,612
+450
+2% +$148K
IWV icon
40
iShares Russell 3000 ETF
IWV
$16.5B
$6.81M 0.38%
24,554
+8
+0% +$2.22K
VOO icon
41
Vanguard S&P 500 ETF
VOO
$724B
$6.8M 0.38%
15,566
-194
-1% -$84.7K
ABT icon
42
Abbott
ABT
$230B
$6.73M 0.38%
47,805
+2,037
+4% +$287K
NKE icon
43
Nike
NKE
$110B
$6.7M 0.38%
40,182
+661
+2% +$110K
MCD icon
44
McDonald's
MCD
$226B
$6.44M 0.36%
24,018
+626
+3% +$168K
PYPL icon
45
PayPal
PYPL
$66.5B
$6.3M 0.35%
33,410
-1,014
-3% -$191K
ANET icon
46
Arista Networks
ANET
$173B
$6.13M 0.34%
42,648
+30,926
+264% -$610K
LLY icon
47
Eli Lilly
LLY
$661B
$6.11M 0.34%
22,129
+293
+1% +$80.9K
ASML icon
48
ASML
ASML
$290B
$6.09M 0.34%
7,646
+230
+3% +$183K
TMO icon
49
Thermo Fisher Scientific
TMO
$183B
$6.03M 0.34%
9,032
+203
+2% +$135K
CRM icon
50
Salesforce
CRM
$245B
$6.01M 0.34%
23,652
+1,128
+5% +$287K
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