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
TSCO icon
551
Tractor Supply
TSCO
$28.9B
$549K 0.02%
9,651
+266
APO icon
552
Apollo Global Management
APO
$76B
$548K 0.02%
4,110
+382
PRF icon
553
Invesco FTSE RAFI US 1000 ETF
PRF
$8.5B
$546K 0.02%
12,086
+1,256
EWC icon
554
iShares MSCI Canada ETF
EWC
$3.49B
$542K 0.02%
10,724
PVH icon
555
PVH
PVH
$4.13B
$541K 0.02%
6,460
-395
DOV icon
556
Dover
DOV
$25.4B
$541K 0.02%
3,242
-194
DEO icon
557
Diageo
DEO
$51.2B
$539K 0.02%
5,645
-1,316
BIIB icon
558
Biogen
BIIB
$26.1B
$537K 0.02%
3,832
-352
CNXC icon
559
Concentrix
CNXC
$2.23B
$536K 0.02%
11,612
+580
FSV icon
560
FirstService
FSV
$7.18B
$535K 0.02%
2,810
+51
NU icon
561
Nu Holdings
NU
$84.3B
$535K 0.02%
33,430
-6,726
WEC icon
562
WEC Energy
WEC
$36.1B
$535K 0.02%
4,670
-127
XEL icon
563
Xcel Energy
XEL
$47.9B
$534K 0.02%
6,621
+185
FIS icon
564
Fidelity National Information Services
FIS
$34.2B
$533K 0.02%
8,077
-458
CHTR icon
565
Charter Communications
CHTR
$25.8B
$532K 0.02%
1,935
-189
ENTG icon
566
Entegris
ENTG
$11.7B
$532K 0.02%
5,749
+515
WAB icon
567
Wabtec
WAB
$35.7B
$531K 0.02%
2,648
+156
CTRA icon
568
Coterra Energy
CTRA
$20.7B
$529K 0.02%
22,360
-247
VIPS icon
569
Vipshop
VIPS
$9.78B
$528K 0.02%
26,891
-63
NET icon
570
Cloudflare
NET
$69.2B
$526K 0.02%
2,452
+211
ALC icon
571
Alcon
ALC
$39B
$526K 0.02%
7,056
-1,234
BAP icon
572
Credicorp
BAP
$20.3B
$525K 0.02%
1,971
-25
HLN icon
573
Haleon
HLN
$43.9B
$524K 0.02%
58,439
-13,682
DBEF icon
574
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.41B
$523K 0.02%
11,270
DIHP icon
575
Dimensional International High Profitability ETF
DIHP
$4.88B
$522K 0.02%
17,189
21 22
23
24 25