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
DFAT icon
601
Dimensional US Targeted Value ETF
DFAT
$12.8B
$449K 0.02%
+8,317
LYB icon
602
LyondellBasell Industries
LYB
$16.2B
$449K 0.02%
+7,753
BAP icon
603
Credicorp
BAP
$25.4B
$446K 0.02%
+1,996
IPG
604
DELISTED
Interpublic Group of Companies
IPG
$446K 0.02%
+18,210
ANSS
605
DELISTED
Ansys
ANSS
$445K 0.02%
+1,268
J icon
606
Jacobs Solutions
J
$16.5B
$445K 0.02%
+3,385
BRO icon
607
Brown & Brown
BRO
$27.3B
$444K 0.02%
+4,007
GIL icon
608
Gildan
GIL
$11.7B
$440K 0.02%
+8,945
NET icon
609
Cloudflare
NET
$65.4B
$439K 0.02%
+2,241
XEL icon
610
Xcel Energy
XEL
$44.7B
$438K 0.02%
+6,436
XLE icon
611
State Street Energy Select Sector SPDR ETF
XLE
$28.7B
$438K 0.02%
+10,330
KEP icon
612
Korea Electric Power
KEP
$23.9B
$436K 0.02%
+30,636
SPHQ icon
613
Invesco S&P 500 Quality ETF
SPHQ
$15.6B
$435K 0.02%
+6,104
STLD icon
614
Steel Dynamics
STLD
$25.3B
$434K 0.02%
+3,388
BG icon
615
Bunge Global
BG
$20.8B
$432K 0.02%
+5,378
NTRS icon
616
Northern Trust
NTRS
$27.8B
$431K 0.02%
+3,401
MAA icon
617
Mid-America Apartment Communities
MAA
$15.8B
$431K 0.02%
+2,909
WIX icon
618
WIX.com
WIX
$4.51B
$431K 0.02%
+2,717
UGI icon
619
UGI
UGI
$8.03B
$430K 0.02%
+11,800
SYF icon
620
Synchrony
SYF
$29.3B
$428K 0.02%
+6,414
CBOE icon
621
Cboe Global Markets
CBOE
$28.6B
$428K 0.02%
+1,834
LPLA icon
622
LPL Financial
LPLA
$30.4B
$426K 0.02%
+1,137
NBTB icon
623
NBT Bancorp
NBTB
$2.28B
$426K 0.02%
+10,247
HACK icon
624
Amplify Cybersecurity ETF
HACK
$2.08B
$425K 0.02%
+4,915
ET icon
625
Energy Transfer Partners
ET
$59.6B
$424K 0.02%
+23,411