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
EPD icon
701
Enterprise Products Partners
EPD
$70.8B
$346K 0.01%
11,069
GRND icon
702
Grindr
GRND
$2.37B
$345K 0.01%
23,000
-31
ALLY icon
703
Ally Financial
ALLY
$12.7B
$344K 0.01%
8,787
+4
LECO icon
704
Lincoln Electric
LECO
$13.2B
$344K 0.01%
1,460
+19
EME icon
705
Emcor
EME
$27.5B
$344K 0.01%
530
+63
TWLO icon
706
Twilio
TWLO
$19.7B
$343K 0.01%
3,431
-233
VONV icon
707
Vanguard Russell 1000 Value ETF
VONV
$14.8B
$342K 0.01%
3,831
-83
VGK icon
708
Vanguard FTSE Europe ETF
VGK
$28.2B
$340K 0.01%
4,259
CLS icon
709
Celestica
CLS
$39.6B
$339K 0.01%
+1,374
ANRO icon
710
Alto Neuroscience
ANRO
$430M
$338K 0.01%
84,162
CNC icon
711
Centene
CNC
$19.3B
$337K 0.01%
9,447
+3,243
UAL icon
712
United Airlines
UAL
$33B
$336K 0.01%
3,483
+502
LYB icon
713
LyondellBasell Industries
LYB
$15.8B
$335K 0.01%
6,826
-927
NICE icon
714
Nice
NICE
$6.55B
$334K 0.01%
2,309
-372
PAC icon
715
Grupo Aeroportuario del Pacifico
PAC
$12B
$334K 0.01%
1,409
+33
PPG icon
716
PPG Industries
PPG
$22.4B
$332K 0.01%
3,162
+272
DG icon
717
Dollar General
DG
$24.1B
$331K 0.01%
3,203
+378
BLD icon
718
TopBuild
BLD
$12.7B
$330K 0.01%
844
+27
LH icon
719
Labcorp
LH
$22.3B
$330K 0.01%
1,148
+60
WWD icon
720
Woodward
WWD
$18B
$329K 0.01%
1,302
-1
ZBH icon
721
Zimmer Biomet
ZBH
$19.3B
$329K 0.01%
3,338
+55
HUBB icon
722
Hubbell
HUBB
$22.9B
$328K 0.01%
763
+50
DCI icon
723
Donaldson
DCI
$10.4B
$328K 0.01%
4,008
+164
AEE icon
724
Ameren
AEE
$28.8B
$328K 0.01%
3,141
+92
AFRM icon
725
Affirm
AFRM
$23.4B
$326K 0.01%
4,467
-532
27 28
29
30 31