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
ETR icon
551
Entergy
ETR
$42.9B
$508K 0.02%
+6,110
AVY icon
552
Avery Dennison
AVY
$14.4B
$507K 0.02%
+2,889
DIHP icon
553
Dimensional International High Profitability ETF
DIHP
$5.25B
$507K 0.02%
+17,189
ATR icon
554
AptarGroup
ATR
$8.17B
$507K 0.02%
+3,238
CIB icon
555
Grupo Cibest SA
CIB
$17.9B
$504K 0.02%
+10,910
NXPI icon
556
NXP Semiconductors
NXPI
$60B
$504K 0.02%
+2,305
PBR icon
557
Petrobras
PBR
$81.9B
$504K 0.02%
+40,251
NTRA icon
558
Natera
NTRA
$32.2B
$503K 0.02%
+2,977
CYBR icon
559
CyberArk
CYBR
$23.1B
$500K 0.02%
+1,230
NUE icon
560
Nucor
NUE
$39.7B
$500K 0.02%
+3,859
WEC icon
561
WEC Energy
WEC
$35.3B
$500K 0.02%
+4,797
PAYC icon
562
Paycom
PAYC
$8.22B
$496K 0.02%
+2,142
EWC icon
563
iShares MSCI Canada ETF
EWC
$3.95B
$495K 0.02%
+10,724
TSCO icon
564
Tractor Supply
TSCO
$26.7B
$495K 0.02%
+9,385
DBEF icon
565
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.55B
$493K 0.02%
+11,270
ZBRA icon
566
Zebra Technologies
ZBRA
$12.8B
$492K 0.02%
+1,595
ICL icon
567
ICL Group
ICL
$6.87B
$492K 0.02%
+71,662
LSTR icon
568
Landstar System
LSTR
$5.26B
$491K 0.02%
+3,529
OXY icon
569
Occidental Petroleum
OXY
$42.1B
$490K 0.02%
+11,666
HALO icon
570
Halozyme
HALO
$8.41B
$490K 0.02%
+9,415
B
571
Barrick Mining
B
$82.1B
$489K 0.02%
+23,465
TRP icon
572
TC Energy
TRP
$56.8B
$486K 0.02%
+9,959
CMA icon
573
Comerica
CMA
$11.7B
$484K 0.02%
+8,113
VMC icon
574
Vulcan Materials
VMC
$40.5B
$482K 0.02%
+1,849
FSV icon
575
FirstService
FSV
$7.4B
$482K 0.02%
+2,759