LNWWM
Laird Norton Wetherby Wealth Management Portfolio holdings
AUM
$2.25B
This Quarter Return
+13.22%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$2.25B
AUM Growth
–
Cap. Flow
+$2.25B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
32.27%
Holding
929
New
929
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$134M |
| 2 |
Microsoft
MSFT
|
$117M |
| 3 |
NVIDIA
NVDA
|
$110M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$96.3M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Penumbra
PEN
$10.6B
| $6.64M | 0.3% |
+25,868
| New | +$6.64M |
|
52
Merck
MRK
$210B
| $6.57M | 0.29% |
+83,012
| New | +$6.57M |
|
53
UnitedHealth
UNH
$281B
| $6.56M | 0.29% |
+21,024
| New | +$6.56M |
|
54
Novo Nordisk
NVO
$251B
| $6.35M | 0.28% |
+91,959
| New | +$6.35M |
|
55
Advanced Micro Devices
AMD
$264B
| $6.3M | 0.28% |
+44,390
| New | +$6.3M |
|
56
Coca-Cola
KO
$297B
| $6.3M | 0.28% |
+89,003
| New | +$6.3M |
|
57
Walt Disney
DIS
$213B
| $6.26M | 0.28% |
+50,490
| New | +$6.26M |
|
58
Sony
SONY
$165B
| $6.1M | 0.27% |
+234,412
| New | +$6.1M |
|
59
Novartis
NVS
$245B
| $6.05M | 0.27% |
+49,964
| New | +$6.05M |
|
60
Arista Networks
ANET
$172B
| $6M | 0.27% |
+58,597
| New | +$6M |
|
61
McDonald's
MCD
$224B
| $5.87M | 0.26% |
+20,091
| New | +$5.87M |
|
62
Philip Morris
PM
$260B
| $5.6M | 0.25% |
+30,761
| New | +$5.6M |
|
63
IBM
IBM
$227B
| $5.46M | 0.24% |
+18,526
| New | +$5.46M |
|
64
Applied Materials
AMAT
$128B
| $5.43M | 0.24% |
+29,640
| New | +$5.43M |
|
65
Qualcomm
QCOM
$173B
| $5.41M | 0.24% |
+33,941
| New | +$5.41M |
|
66
Adobe
ADBE
$151B
| $5.37M | 0.24% |
+13,876
| New | +$5.37M |
|
67
Eaton
ETN
$136B
| $5.33M | 0.24% |
+14,931
| New | +$5.33M |
|
68
Linde
LIN
$224B
| $5.31M | 0.24% |
+11,326
| New | +$5.31M |
|
69
Morgan Stanley
MS
$240B
| $5.3M | 0.24% |
+37,613
| New | +$5.3M |
|
70
Charles Schwab
SCHW
$174B
| $5.28M | 0.24% |
+57,903
| New | +$5.28M |
|
71
Booking.com
BKNG
$181B
| $5.09M | 0.23% |
+879
| New | +$5.09M |
|
72
AstraZeneca
AZN
$248B
| $5.02M | 0.22% |
+71,774
| New | +$5.02M |
|
73
Union Pacific
UNP
$133B
| $4.99M | 0.22% |
+21,699
| New | +$4.99M |
|
74
PepsiCo
PEP
$204B
| $4.92M | 0.22% |
+37,265
| New | +$4.92M |
|
75
GE Aerospace
GE
$292B
| $4.88M | 0.22% |
+18,971
| New | +$4.88M |
|