LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
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
+$6.75M
2
+$3.87M
3
+$1.95M
4
NVDA icon
NVIDIA
NVDA
+$1.48M
5
AVGO icon
Broadcom
AVGO
+$1.43M

Top Sells

1
+$4.01M
2
+$2.08M
3
+$1.26M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.07M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1M

Sector Composition

1 Technology 30%
2 Financials 11.25%
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
$13.5B
$623K 0.03%
22,170
+718
DTE icon
502
DTE Energy
DTE
$28B
$619K 0.03%
4,378
-51
CLH icon
503
Clean Harbors
CLH
$14.3B
$619K 0.03%
2,664
+20
WDC icon
504
Western Digital
WDC
$75.9B
$619K 0.03%
5,152
+840
HAS icon
505
Hasbro
HAS
$12.2B
$618K 0.03%
8,154
+165
MSTR icon
506
Strategy Inc
MSTR
$49.5B
$613K 0.03%
1,902
-135
KMI icon
507
Kinder Morgan
KMI
$61B
$612K 0.03%
21,615
+3,255
GDS icon
508
GDS Holdings
GDS
$8.31B
$611K 0.02%
15,787
+636
VTEB icon
509
Vanguard Tax-Exempt Bond Index Fund
VTEB
$42.8B
$610K 0.02%
12,182
+1,102
DVY icon
510
iShares Select Dividend ETF
DVY
$21.8B
$610K 0.02%
4,290
-465
MELI icon
511
Mercado Libre
MELI
$106B
$605K 0.02%
259
+5
EW icon
512
Edwards Lifesciences
EW
$49B
$601K 0.02%
7,732
+8
CX icon
513
Cemex
CX
$17.9B
$598K 0.02%
66,541
+426
INGR icon
514
Ingredion
INGR
$7.42B
$598K 0.02%
4,897
+220
CIB icon
515
Grupo Cibest SA
CIB
$17.6B
$593K 0.02%
11,421
+511
EXPD icon
516
Expeditors International
EXPD
$21.9B
$592K 0.02%
4,826
-148
BUD icon
517
AB InBev
BUD
$134B
$588K 0.02%
9,860
-1,481
GEN icon
518
Gen Digital
GEN
$16.3B
$585K 0.02%
20,608
-308
WDS icon
519
Woodside Energy
WDS
$30B
$583K 0.02%
38,761
+1,355
CTSH icon
520
Cognizant
CTSH
$40.9B
$582K 0.02%
8,681
-445
TS icon
521
Tenaris
TS
$20.9B
$582K 0.02%
16,268
-708
PFG icon
522
Principal Financial Group
PFG
$20B
$581K 0.02%
7,010
-62
DAR icon
523
Darling Ingredients
DAR
$6.4B
$581K 0.02%
18,823
+931
ODFL icon
524
Old Dominion Freight Line
ODFL
$37.3B
$581K 0.02%
4,124
-236
HALO icon
525
Halozyme
HALO
$8.45B
$580K 0.02%
7,912
-1,503
19 20
21
22 23