LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.25B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1
+$132M
2
+$102M
3
+$89.1M
4
NVDA icon
NVIDIA
NVDA
+$87.4M
5
AMZN icon
Amazon
AMZN
+$63.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 28.7%
2 Financials 11.47%
3 Consumer Discretionary 8.2%
4 Communication Services 7.84%
5 Healthcare 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PEN icon
51
Penumbra
PEN
$13.5B
$6.64M 0.3%
+25,868
MRK icon
52
Merck
MRK
$306B
$6.57M 0.29%
+83,012
UNH icon
53
UnitedHealth
UNH
$266B
$6.56M 0.29%
+21,024
NVO icon
54
Novo Nordisk
NVO
$166B
$6.35M 0.28%
+91,959
AMD icon
55
Advanced Micro Devices
AMD
$326B
$6.3M 0.28%
+44,390
KO icon
56
Coca-Cola
KO
$351B
$6.3M 0.28%
+89,003
DIS icon
57
Walt Disney
DIS
$188B
$6.26M 0.28%
+50,490
SONY icon
58
Sony
SONY
$138B
$6.1M 0.27%
+234,412
NVS icon
59
Novartis
NVS
$322B
$6.05M 0.27%
+49,964
ANET icon
60
Arista Networks
ANET
$168B
$6M 0.27%
+58,597
MCD icon
61
McDonald's
MCD
$243B
$5.87M 0.26%
+20,091
PM icon
62
Philip Morris
PM
$291B
$5.6M 0.25%
+30,761
IBM icon
63
IBM
IBM
$225B
$5.46M 0.24%
+18,526
AMAT icon
64
Applied Materials
AMAT
$295B
$5.43M 0.24%
+29,640
QCOM icon
65
Qualcomm
QCOM
$152B
$5.41M 0.24%
+33,941
ADBE icon
66
Adobe
ADBE
$108B
$5.37M 0.24%
+13,876
ETN icon
67
Eaton
ETN
$146B
$5.33M 0.24%
+14,931
LIN icon
68
Linde
LIN
$235B
$5.31M 0.24%
+11,326
MS icon
69
Morgan Stanley
MS
$264B
$5.3M 0.24%
+37,613
SCHW icon
70
Charles Schwab
SCHW
$169B
$5.28M 0.24%
+57,903
BKNG icon
71
Booking.com
BKNG
$134B
$5.09M 0.23%
+879
AZN icon
72
AstraZeneca
AZN
$323B
$5.02M 0.22%
+71,774
UNP icon
73
Union Pacific
UNP
$157B
$4.99M 0.22%
+21,699
PEP icon
74
PepsiCo
PEP
$232B
$4.92M 0.22%
+37,265
GE icon
75
GE Aerospace
GE
$359B
$4.88M 0.22%
+18,971
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