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
KRC icon
576
Kilroy Realty
KRC
$3.58B
$480K 0.02%
+13,990
BWXT icon
577
BWX Technologies
BWXT
$19.1B
$477K 0.02%
+3,309
PHM icon
578
Pultegroup
PHM
$25.3B
$476K 0.02%
+4,516
VOD icon
579
Vodafone
VOD
$34.6B
$472K 0.02%
+44,322
BNDX icon
580
Vanguard Total International Bond ETF
BNDX
$75.9B
$472K 0.02%
+9,524
PVH icon
581
PVH
PVH
$3.04B
$470K 0.02%
+6,855
ENIC icon
582
Enel Chile
ENIC
$5.3B
$467K 0.02%
+128,733
GDS icon
583
GDS Holdings
GDS
$7.63B
$463K 0.02%
+15,151
LKQ icon
584
LKQ Corp
LKQ
$8.21B
$462K 0.02%
+12,481
CCI icon
585
Crown Castle
CCI
$39.5B
$462K 0.02%
+4,495
ADM icon
586
Archer Daniels Midland
ADM
$32.8B
$462K 0.02%
+8,747
BILI icon
587
Bilibili
BILI
$10.9B
$460K 0.02%
+21,452
RBRK icon
588
Rubrik
RBRK
$10.7B
$460K 0.02%
+5,133
CX icon
589
Cemex
CX
$16.7B
$458K 0.02%
+66,115
PRF icon
590
Invesco FTSE RAFI US 1000 ETF
PRF
$8.97B
$458K 0.02%
+10,830
LDOS icon
591
Leidos
LDOS
$22.7B
$456K 0.02%
+2,891
STE icon
592
Steris
STE
$23.9B
$456K 0.02%
+1,897
TWLO icon
593
Twilio
TWLO
$18.9B
$456K 0.02%
+3,664
NICE icon
594
Nice
NICE
$7.56B
$453K 0.02%
+2,681
MYRG icon
595
MYR Group
MYRG
$4.22B
$452K 0.02%
+2,491
VRSN icon
596
VeriSign
VRSN
$21.5B
$452K 0.02%
+1,564
BBY icon
597
Best Buy
BBY
$13.9B
$450K 0.02%
+6,708
PODD icon
598
Insulet
PODD
$16.9B
$450K 0.02%
+1,433
AYI icon
599
Acuity Brands
AYI
$8.8B
$450K 0.02%
+1,509
TAL icon
600
TAL Education Group
TAL
$6.35B
$450K 0.02%
+44,013