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
EWW icon
651
iShares MSCI Mexico ETF
EWW
$2.03B
$400K 0.02%
5,860
KEP icon
652
Korea Electric Power
KEP
$23.4B
$399K 0.02%
30,608
-28
BG icon
653
Bunge Global
BG
$18.6B
$399K 0.02%
4,906
-472
KDP icon
654
Keurig Dr Pepper
KDP
$37.9B
$398K 0.02%
15,597
-5,686
LPLA icon
655
LPL Financial
LPLA
$28.5B
$396K 0.02%
1,190
+53
RQI icon
656
Cohen & Steers Quality Income Realty Fund
RQI
$1.61B
$396K 0.02%
31,735
+172
MCHP icon
657
Microchip Technology
MCHP
$29B
$394K 0.02%
6,139
-1,131
TMHC icon
658
Taylor Morrison
TMHC
$6.13B
$394K 0.02%
5,970
-109
NIE
659
Virtus Equity & Convertible Income Fund
NIE
$710M
$393K 0.02%
15,663
BRO icon
660
Brown & Brown
BRO
$27.5B
$393K 0.02%
4,190
+183
USFD icon
661
US Foods
USFD
$17.5B
$392K 0.02%
5,113
+801
ALB icon
662
Albemarle
ALB
$15.3B
$391K 0.02%
+4,821
CIEN icon
663
Ciena
CIEN
$28.8B
$387K 0.02%
2,655
-2
GEHC icon
664
GE HealthCare
GEHC
$36.4B
$385K 0.02%
5,131
+241
TTEK icon
665
Tetra Tech
TTEK
$9.06B
$383K 0.02%
11,465
+586
FFIV icon
666
F5
FFIV
$13.9B
$381K 0.02%
1,180
+56
MT icon
667
ArcelorMittal
MT
$32.8B
$380K 0.02%
10,520
+113
BXMX icon
668
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$1.51B
$380K 0.02%
26,302
GWRE icon
669
Guidewire Software
GWRE
$18.4B
$380K 0.02%
1,652
+219
IWD icon
670
iShares Russell 1000 Value ETF
IWD
$67.7B
$379K 0.02%
1,864
+243
VBR icon
671
Vanguard Small-Cap Value ETF
VBR
$31.9B
$377K 0.02%
1,808
-12
TDY icon
672
Teledyne Technologies
TDY
$23.5B
$376K 0.02%
642
+38
DGX icon
673
Quest Diagnostics
DGX
$21B
$376K 0.02%
1,971
+133
WAL icon
674
Western Alliance Bancorporation
WAL
$8.97B
$375K 0.02%
4,326
RITM icon
675
Rithm Capital
RITM
$6.37B
$374K 0.02%
32,842
+11,135
25 26
27
28 29