LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
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 +$132M
2 +$102M
3 +$89.1M
4
NVDA icon
NVIDIA
NVDA
+$87.4M
5
AMZN icon
Amazon
AMZN
+$63.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 28.7%
2 Financials 11.47%
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
ETR icon
551
Entergy
ETR
$46.7B
$508K 0.02%
+6,110
AVY icon
552
Avery Dennison
AVY
$14.6B
$507K 0.02%
+2,889
DIHP icon
553
Dimensional International High Profitability ETF
DIHP
$5.43B
$507K 0.02%
+17,189
ATR icon
554
AptarGroup
ATR
$8.91B
$507K 0.02%
+3,238
CIB icon
555
Grupo Cibest SA
CIB
$15.1B
$504K 0.02%
+10,910
NXPI icon
556
NXP Semiconductors
NXPI
$54.6B
$504K 0.02%
+2,305
PBR icon
557
Petrobras
PBR
$109B
$504K 0.02%
+40,251
NTRA icon
558
Natera
NTRA
$27.2B
$503K 0.02%
+2,977
CYBR
559
DELISTED
CyberArk
CYBR
$500K 0.02%
+1,230
NUE icon
560
Nucor
NUE
$39.7B
$500K 0.02%
+3,859
WEC icon
561
WEC Energy
WEC
$37.2B
$500K 0.02%
+4,797
PAYC icon
562
Paycom
PAYC
$7.14B
$496K 0.02%
+2,142
EWC icon
563
iShares MSCI Canada ETF
EWC
$4.26B
$495K 0.02%
+10,724
TSCO icon
564
Tractor Supply
TSCO
$27.1B
$495K 0.02%
+9,385
DBEF icon
565
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.39B
$493K 0.02%
+11,270
ZBRA icon
566
Zebra Technologies
ZBRA
$10.8B
$492K 0.02%
+1,595
ICL icon
567
ICL Group
ICL
$6.23B
$492K 0.02%
+71,662
LSTR icon
568
Landstar System
LSTR
$5.38B
$491K 0.02%
+3,529
OXY icon
569
Occidental Petroleum
OXY
$53.3B
$490K 0.02%
+11,666
HALO icon
570
Halozyme
HALO
$8.16B
$490K 0.02%
+9,415
B
571
Barrick Mining
B
$76B
$489K 0.02%
+23,465
TRP icon
572
TC Energy
TRP
$66.4B
$486K 0.02%
+9,959
CMA
573
DELISTED
Comerica
CMA
$484K 0.02%
+8,113
VMC icon
574
Vulcan Materials
VMC
$39.3B
$482K 0.02%
+1,849
FSV icon
575
FirstService
FSV
$6.85B
$482K 0.02%
+2,759