LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.25B
This Quarter Return
+14.7%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.46B
AUM Growth
+$343M
Cap. Flow
+$200M
Cap. Flow %
13.67%
Top 10 Hldgs %
27.52%
Holding
904
New
184
Increased
432
Reduced
239
Closed
28

Top Buys

1
AAPL icon
Apple
AAPL
$18M
2
PEN icon
Penumbra
PEN
$14.3M
3
SPY icon
SPDR S&P 500 ETF Trust
SPY
$14.1M
4
META icon
Meta Platforms (Facebook)
META
$8M
5
AMZN icon
Amazon
AMZN
$5.55M

Top Sells

1
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
$3.84M
2
UN
Unilever NV New York Registry Shares
UN
$2.09M
3
UBER icon
Uber
UBER
$1.4M
4
RCM
R1 RCM Inc. Common Stock
RCM
$1.33M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$1.23M

Sector Composition

1 Technology 21.48%
2 Financials 10.87%
3 Healthcare 10.58%
4 Communication Services 9.02%
5 Consumer Discretionary 8.61%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
BAC icon
51
Bank of America
BAC
$373B
$5.04M 0.34%
166,354
-3,691
-2% -$112K
SBUX icon
52
Starbucks
SBUX
$98.7B
$5.02M 0.34%
46,901
+11,834
+34% +$1.27M
ANET icon
53
Arista Networks
ANET
$177B
$4.92M 0.33%
270,832
+1,184
+0.4% +$21.5K
IWF icon
54
iShares Russell 1000 Growth ETF
IWF
$117B
$4.91M 0.33%
20,382
+6,333
+45% +$1.53M
MCD icon
55
McDonald's
MCD
$227B
$4.91M 0.33%
22,900
+915
+4% +$196K
ABT icon
56
Abbott
ABT
$232B
$4.85M 0.33%
44,328
-696
-2% -$76.2K
WDAY icon
57
Workday
WDAY
$61.1B
$4.73M 0.32%
19,727
+16,878
+592% +$4.04M
INTC icon
58
Intel
INTC
$105B
$4.72M 0.32%
94,731
-2,833
-3% -$141K
QCOM icon
59
Qualcomm
QCOM
$169B
$4.65M 0.32%
30,514
+3,044
+11% +$464K
EEM icon
60
iShares MSCI Emerging Markets ETF
EEM
$18.9B
$4.62M 0.31%
89,327
+6,990
+8% +$361K
KO icon
61
Coca-Cola
KO
$297B
$4.43M 0.3%
80,710
+7,538
+10% +$413K
TXN icon
62
Texas Instruments
TXN
$168B
$4.38M 0.3%
26,655
+1,594
+6% +$262K
UNP icon
63
Union Pacific
UNP
$132B
$4.28M 0.29%
20,545
+844
+4% +$176K
ACWX icon
64
iShares MSCI ACWI ex US ETF
ACWX
$6.6B
$4.19M 0.28%
79,000
+885
+1% +$46.9K
TMO icon
65
Thermo Fisher Scientific
TMO
$181B
$4.07M 0.28%
8,745
+216
+3% +$101K
DHR icon
66
Danaher
DHR
$139B
$3.98M 0.27%
20,217
+306
+2% +$60.3K
AMGN icon
67
Amgen
AMGN
$152B
$3.96M 0.27%
17,223
+1,054
+7% +$242K
BMY icon
68
Bristol-Myers Squibb
BMY
$96B
$3.94M 0.27%
63,547
+272
+0.4% +$16.9K
NVS icon
69
Novartis
NVS
$249B
$3.9M 0.26%
41,345
+862
+2% +$81.4K
ORCL icon
70
Oracle
ORCL
$623B
$3.8M 0.26%
58,792
+84
+0.1% +$5.43K
ESGU icon
71
iShares ESG Aware MSCI USA ETF
ESGU
$14.2B
$3.74M 0.25%
+43,489
New +$3.74M
SONY icon
72
Sony
SONY
$166B
$3.72M 0.25%
183,735
+2,920
+2% +$59K
TM icon
73
Toyota
TM
$256B
$3.68M 0.25%
23,809
+1,147
+5% +$177K
CVX icon
74
Chevron
CVX
$319B
$3.61M 0.24%
42,720
+4,656
+12% +$393K
LLY icon
75
Eli Lilly
LLY
$663B
$3.59M 0.24%
21,230
+676
+3% +$114K
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3
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