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
BILI icon
501
Bilibili
BILI
$9.77B
$623K 0.03%
22,170
+718
DTE icon
502
DTE Energy
DTE
$30B
$619K 0.03%
4,378
-51
CLH icon
503
Clean Harbors
CLH
$16.1B
$619K 0.03%
2,664
+20
WDC icon
504
Western Digital
WDC
$128B
$619K 0.03%
5,152
+840
HAS icon
505
Hasbro
HAS
$13.3B
$618K 0.03%
8,154
+165
MSTR icon
506
Strategy Inc
MSTR
$58.1B
$613K 0.03%
1,902
-135
KMI icon
507
Kinder Morgan
KMI
$70B
$612K 0.03%
21,615
+3,255
GDS icon
508
GDS Holdings
GDS
$8.76B
$611K 0.03%
15,787
+636
VTEB icon
509
Vanguard Tax-Exempt Bond Index Fund
VTEB
$42.1B
$610K 0.02%
12,182
+1,102
DVY icon
510
iShares Select Dividend ETF
DVY
$22.5B
$610K 0.02%
4,290
-465
MELI icon
511
Mercado Libre
MELI
$94.3B
$605K 0.02%
259
+5
EW icon
512
Edwards Lifesciences
EW
$46.3B
$601K 0.02%
7,732
+8
CX icon
513
Cemex
CX
$17.1B
$598K 0.02%
66,541
+426
INGR icon
514
Ingredion
INGR
$7.13B
$598K 0.02%
4,897
+220
CIB icon
515
Grupo Cibest SA
CIB
$17.5B
$593K 0.02%
11,421
+511
EXPD icon
516
Expeditors International
EXPD
$20B
$592K 0.02%
4,826
-148
BUD icon
517
AB InBev
BUD
$142B
$588K 0.02%
9,860
-1,481
GEN icon
518
Gen Digital
GEN
$12.2B
$585K 0.02%
20,608
-308
WDS icon
519
Woodside Energy
WDS
$43B
$583K 0.02%
38,761
+1,355
CTSH icon
520
Cognizant
CTSH
$29.3B
$582K 0.02%
8,681
-445
TS icon
521
Tenaris
TS
$30.7B
$582K 0.02%
16,268
-708
PFG icon
522
Principal Financial Group
PFG
$20.8B
$581K 0.02%
7,010
-62
DAR icon
523
Darling Ingredients
DAR
$9.45B
$581K 0.02%
18,823
+931
ODFL icon
524
Old Dominion Freight Line
ODFL
$46.8B
$581K 0.02%
4,124
-236
HALO icon
525
Halozyme
HALO
$8.16B
$580K 0.02%
7,912
-1,503
19 20
21
22 23