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
ALNY icon
526
Alnylam Pharmaceuticals
ALNY
$59.8B
$577K 0.02%
1,266
+40
SSNC icon
527
SS&C Technologies
SSNC
$21B
$577K 0.02%
6,503
+160
MBB icon
528
iShares MBS ETF
MBB
$39.1B
$577K 0.02%
6,059
+23
FANG icon
529
Diamondback Energy
FANG
$44.9B
$574K 0.02%
4,011
-169
EQNR icon
530
Equinor
EQNR
$57.3B
$573K 0.02%
23,514
+1,632
AVB icon
531
AvalonBay Communities
AVB
$25.6B
$573K 0.02%
2,964
-331
FTS icon
532
Fortis
FTS
$26.4B
$573K 0.02%
11,284
-737
ETR icon
533
Entergy
ETR
$42.5B
$567K 0.02%
6,089
-21
CMA icon
534
Comerica
CMA
$10.3B
$567K 0.02%
8,272
+159
STN icon
535
Stantec
STN
$10.9B
$566K 0.02%
5,254
-59
BWXT icon
536
BWX Technologies
BWXT
$16.1B
$564K 0.02%
3,058
-251
EWJ icon
537
iShares MSCI Japan ETF
EWJ
$15.7B
$561K 0.02%
7,000
+3,500
OXY icon
538
Occidental Petroleum
OXY
$41.9B
$560K 0.02%
11,855
+189
VLTO icon
539
Veralto
VLTO
$25.1B
$560K 0.02%
5,252
+26
FICO icon
540
Fair Isaac
FICO
$42B
$560K 0.02%
374
+41
F icon
541
Ford
F
$52.4B
$558K 0.02%
46,660
-2,888
TAK icon
542
Takeda Pharmaceutical
TAK
$45.8B
$557K 0.02%
38,074
-6,794
DXCM icon
543
DexCom
DXCM
$24.8B
$556K 0.02%
8,260
+905
EXPE icon
544
Expedia Group
EXPE
$31.7B
$555K 0.02%
2,597
+178
NXT icon
545
Nextpower Inc
NXT
$13.1B
$554K 0.02%
+7,490
NIO icon
546
NIO
NIO
$13.1B
$554K 0.02%
72,710
+14,825
J icon
547
Jacobs Solutions
J
$15.9B
$553K 0.02%
3,693
+308
LDOS icon
548
Leidos
LDOS
$24.2B
$553K 0.02%
2,925
+34
E icon
549
ENI
E
$55.8B
$551K 0.02%
15,762
+38
AYI icon
550
Acuity Brands
AYI
$11.2B
$549K 0.02%
1,595
+86
20 21
22
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