LNWWM
Laird Norton Wetherby Wealth Management Portfolio holdings
AUM
$2.45B
1 Year Est. Return
–
AUM
$2.45B
AUM Growth
+$203M
(+9%)
Holding
971
Top Buys
| 1 | +$6.75M | |
| 2 | +$3.87M | |
| 3 | +$1.95M | |
| 4 |
NVIDIA
NVDA
|
+$1.48M |
| 5 |
Broadcom
AVGO
|
+$1.43M |
Top Sells
| 1 | +$4.01M | |
| 2 | +$2.08M | |
| 3 | +$1.26M | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.07M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
SAP
SAP
$282B
| $6.66M | 0.27% |
24,931
-296
|
|
||
52
Sony
SONY
$175B
| $6.66M | 0.27% |
231,377
-3,035
|
|
||
53
Penumbra
PEN
$11.5B
| $6.47M | 0.26% |
25,525
-343
|
|
||
54
Novartis
NVS
$250B
| $6.37M | 0.26% |
49,685
-279
|
|
||
55
Accenture
ACN
$155B
| $6.19M | 0.25% |
25,097
-2,382
|
|
||
56
Morgan Stanley
MS
$270B
| $6.14M | 0.25% |
38,657
+1,044
|
|
||
57
ServiceNow
NOW
$169B
| $6.05M | 0.25% |
6,573
+44
|
|
||
58
Applied Materials
AMAT
$201B
| $5.94M | 0.24% |
29,001
-639
|
|
||
59
McDonald's
MCD
$222B
| $5.9M | 0.24% |
19,405
-686
|
|
||
60
Walt Disney
DIS
$187B
| $5.88M | 0.24% |
51,346
+856
|
|
||
61
AstraZeneca
AZN
$287B
| $5.84M | 0.24% |
76,106
+4,332
|
|
||
62
GE Aerospace
GE
$315B
| $5.82M | 0.24% |
19,355
+384
|
|
||
63
Eaton
ETN
$134B
| $5.82M | 0.24% |
15,553
+622
|
|
||
64
TransDigm Group
TDG
$76.6B
| $5.79M | 0.24% |
4,391
+2
|
|
||
65
Qualcomm
QCOM
$180B
| $5.67M | 0.23% |
34,082
+141
|
|
||
66
Coca-Cola
KO
$315B
| $5.64M | 0.23% |
85,034
-3,969
|
|
||
67
IBM
IBM
$288B
| $5.57M | 0.23% |
19,725
+1,199
|
|
||
68
Caterpillar
CAT
$269B
| $5.52M | 0.23% |
11,569
+420
|
|
||
69
PepsiCo
PEP
$203B
| $5.5M | 0.22% |
39,137
+1,872
|
|
||
70
Chevron
CVX
$302B
| $5.46M | 0.22% |
35,152
+6,806
|
|
||
71
TJX Companies
TJX
$169B
| $5.38M | 0.22% |
37,245
+189
|
|
||
72
UBS Group
UBS
$121B
| $5.34M | 0.22% |
130,216
+747
|
|
||
73
RTX Corp
RTX
$235B
| $5.3M | 0.22% |
31,680
+1,718
|
|
||
74
Linde
LIN
$192B
| $5.25M | 0.21% |
11,054
-272
|
|
||
75
iShares ESG Aware MSCI USA ETF
ESGU
$15.2B
| $5.16M | 0.21% |
35,437
+25
|
|