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
ACM icon
576
Aecom
ACM
$13.6B
$520K 0.02%
3,988
+393
TOTL icon
577
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.01B
$519K 0.02%
12,787
NXPI icon
578
NXP Semiconductors
NXPI
$49.6B
$519K 0.02%
2,277
-28
GIL icon
579
Gildan
GIL
$8.54B
$517K 0.02%
8,945
TRP icon
580
TC Energy
TRP
$56.9B
$514K 0.02%
9,454
-505
MP icon
581
MP Materials
MP
$10.4B
$513K 0.02%
7,646
+480
ADM icon
582
Archer Daniels Midland
ADM
$29.2B
$511K 0.02%
8,555
-192
D icon
583
Dominion Energy
D
$52.4B
$510K 0.02%
8,336
-1,991
MYRG icon
584
MYR Group
MYRG
$3.41B
$509K 0.02%
2,445
-46
CF icon
585
CF Industries
CF
$12.6B
$505K 0.02%
5,635
+21
MPWR icon
586
Monolithic Power Systems
MPWR
$44.6B
$505K 0.02%
549
+73
NTRS icon
587
Northern Trust
NTRS
$24.8B
$502K 0.02%
3,730
+329
CNH
588
CNH Industrial
CNH
$11.9B
$497K 0.02%
45,803
-5,762
TAL icon
589
TAL Education Group
TAL
$6.88B
$493K 0.02%
44,013
NUE icon
590
Nucor
NUE
$37.1B
$492K 0.02%
3,635
-224
RJF icon
591
Raymond James Financial
RJF
$30.7B
$492K 0.02%
2,848
+122
TIMB icon
592
TIM SA
TIMB
$11B
$489K 0.02%
21,917
+1,280
BNDX icon
593
Vanguard Total International Bond ETF
BNDX
$72.4B
$488K 0.02%
9,863
+339
PBR icon
594
Petrobras
PBR
$81.5B
$484K 0.02%
38,247
-2,004
IFF icon
595
International Flavors & Fragrances
IFF
$17.8B
$484K 0.02%
7,868
-3,535
DFAT icon
596
Dimensional US Targeted Value ETF
DFAT
$11.9B
$484K 0.02%
8,317
STLD icon
597
Steel Dynamics
STLD
$24.6B
$484K 0.02%
3,468
+80
WIX icon
598
WIX.com
WIX
$5.23B
$481K 0.02%
2,707
-10
TKC icon
599
Turkcell
TKC
$4.98B
$479K 0.02%
79,611
-8,641
ZBRA icon
600
Zebra Technologies
ZBRA
$12.7B
$477K 0.02%
1,606
+11
22 23
24
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