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
EQNR icon
526
Equinor
EQNR
$61.4B
$550K 0.02%
+21,882
GL icon
527
Globe Life
GL
$10.5B
$549K 0.02%
+4,419
VTEB icon
528
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.6B
$543K 0.02%
+11,080
KMI icon
529
Kinder Morgan
KMI
$61B
$540K 0.02%
+18,360
F icon
530
Ford
F
$52.6B
$538K 0.02%
+49,548
IT icon
531
Gartner
IT
$16.7B
$536K 0.02%
+1,327
LOGI icon
532
Logitech
LOGI
$17.3B
$535K 0.02%
+5,937
WST icon
533
West Pharmaceutical
WST
$18.8B
$535K 0.02%
+2,444
TKC icon
534
Turkcell
TKC
$4.86B
$534K 0.02%
+88,252
SR icon
535
Spire
SR
$5.14B
$531K 0.02%
+7,271
ARW icon
536
Arrow Electronics
ARW
$5.57B
$531K 0.02%
+4,164
APO icon
537
Apollo Global Management
APO
$75.8B
$529K 0.02%
+3,728
VLTO icon
538
Veralto
VLTO
$24.5B
$528K 0.02%
+5,226
BIIB icon
539
Biogen
BIIB
$24.6B
$525K 0.02%
+4,184
SSNC icon
540
SS&C Technologies
SSNC
$20.4B
$525K 0.02%
+6,343
OTIS icon
541
Otis Worldwide
OTIS
$34.6B
$525K 0.02%
+5,302
GRND icon
542
Grindr
GRND
$2.59B
$523K 0.02%
+23,031
WAB icon
543
Wabtec
WAB
$34.9B
$522K 0.02%
+2,492
MKC icon
544
McCormick & Company Non-Voting
MKC
$17.5B
$519K 0.02%
+6,851
AKAM icon
545
Akamai
AKAM
$12.5B
$519K 0.02%
+6,509
DGRW icon
546
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
$518K 0.02%
+6,183
CF icon
547
CF Industries
CF
$13.3B
$516K 0.02%
+5,614
TOTL icon
548
State Street DoubleLine Total Return Tactical ETF
TOTL
$3.87B
$513K 0.02%
+12,787
MCHP icon
549
Microchip Technology
MCHP
$28.9B
$512K 0.02%
+7,270
E icon
550
ENI
E
$57B
$510K 0.02%
+15,724