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
$2.25B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1 +$134M
2 +$117M
3 +$110M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$96.3M
5
AMZN icon
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 Change
in Stake
Capital Flow
CLH icon
501
Clean Harbors
CLH
$11B
$611K 0.03%
+2,644
AIZ icon
502
Assurant
AIZ
$11.4B
$611K 0.03%
+3,092
BP icon
503
BP
BP
$93.4B
$610K 0.03%
+20,386
FICO icon
504
Fair Isaac
FICO
$41.3B
$609K 0.03%
+333
EW icon
505
Edwards Lifesciences
EW
$50.1B
$604K 0.03%
+7,724
SCHF icon
506
Schwab International Equity ETF
SCHF
$53B
$603K 0.03%
+27,286
PSTG icon
507
Pure Storage
PSTG
$27.8B
$596K 0.03%
+10,344
HUM icon
508
Humana
HUM
$28.5B
$595K 0.03%
+2,433
HAS icon
509
Hasbro
HAS
$10.9B
$590K 0.03%
+7,989
DTE icon
510
DTE Energy
DTE
$28.5B
$587K 0.03%
+4,429
D icon
511
Dominion Energy
D
$51.7B
$584K 0.03%
+10,327
CNXC icon
512
Concentrix
CNXC
$2.2B
$583K 0.03%
+11,032
HES
513
DELISTED
Hess
HES
$582K 0.03%
+4,202
INBX icon
514
Inhibrx
INBX
$1.15B
$580K 0.03%
+40,656
STN icon
515
Stantec
STN
$12.1B
$577K 0.03%
+5,313
WDS icon
516
Woodside Energy
WDS
$33B
$577K 0.03%
+37,406
LEN icon
517
Lennar Class A
LEN
$30.9B
$577K 0.03%
+5,214
FANG icon
518
Diamondback Energy
FANG
$42.7B
$574K 0.03%
+4,180
CTRA icon
519
Coterra Energy
CTRA
$20.1B
$574K 0.03%
+22,607
FTS icon
520
Fortis
FTS
$26.4B
$574K 0.03%
+12,021
EXPD icon
521
Expeditors International
EXPD
$18.6B
$568K 0.03%
+4,974
MBB icon
522
iShares MBS ETF
MBB
$41.4B
$567K 0.03%
+6,036
PFG icon
523
Principal Financial Group
PFG
$18.6B
$562K 0.03%
+7,072
WAT icon
524
Waters Corp
WAT
$22.6B
$556K 0.02%
+1,594
NU icon
525
Nu Holdings
NU
$76.7B
$551K 0.02%
+40,156