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
SBS icon
601
Sabesp
SBS
$18B
$475K 0.02%
19,073
-182
SYF icon
602
Synchrony
SYF
$27.9B
$474K 0.02%
6,670
+256
STE icon
603
Steris
STE
$26.1B
$474K 0.02%
1,914
+17
BBY icon
604
Best Buy
BBY
$16.7B
$471K 0.02%
6,234
-474
ARW icon
605
Arrow Electronics
ARW
$5.56B
$470K 0.02%
3,887
-277
JHX icon
606
James Hardie Industries
JHX
$11.5B
$468K 0.02%
24,378
-3,589
RBLX icon
607
Roblox
RBLX
$66.7B
$468K 0.02%
3,376
+1,115
NTRA icon
608
Natera
NTRA
$33B
$467K 0.02%
2,899
-78
PODD icon
609
Insulet
PODD
$23B
$466K 0.02%
1,511
+78
HAL icon
610
Halliburton
HAL
$22.1B
$465K 0.02%
18,900
+1,367
GIB icon
611
CGI
GIB
$19.4B
$465K 0.02%
5,213
-748
IPG
612
DELISTED
Interpublic Group of Companies
IPG
$464K 0.02%
16,636
-1,574
XBI icon
613
State Street SPDR S&P Biotech ETF
XBI
$8.17B
$462K 0.02%
4,613
+865
CCI icon
614
Crown Castle
CCI
$39.8B
$461K 0.02%
4,775
+280
PAYC icon
615
Paycom
PAYC
$8.85B
$457K 0.02%
2,198
+56
APA icon
616
APA Corp
APA
$8.86B
$452K 0.02%
18,599
+1,393
XLF icon
617
Financial Select Sector SPDR Fund
XLF
$52.3B
$449K 0.02%
8,341
+2,256
WAT icon
618
Waters Corp
WAT
$24B
$449K 0.02%
1,496
-98
SPHQ icon
619
Invesco S&P 500 Quality ETF
SPHQ
$15.1B
$448K 0.02%
6,108
+4
ICL icon
620
ICL Group
ICL
$7.21B
$447K 0.02%
71,298
-364
AKAM icon
621
Akamai
AKAM
$12.9B
$446K 0.02%
5,885
-624
AVY icon
622
Avery Dennison
AVY
$13.3B
$441K 0.02%
2,720
-169
EOD
623
Allspring Global Dividend Opportunity Fund
EOD
$253M
$439K 0.02%
77,010
CIG icon
624
CEMIG Preferred Shares
CIG
$6.06B
$439K 0.02%
207,957
-815
ATR icon
625
AptarGroup
ATR
$8.19B
$437K 0.02%
3,273
+35
23 24
25
26 27