LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.25B
This Quarter Return
+6.2%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$2.19B
AUM Growth
+$70.4M
Cap. Flow
-$36.1M
Cap. Flow %
-1.65%
Top 10 Hldgs %
31.86%
Holding
950
New
37
Increased
263
Reduced
533
Closed
19

Top Buys

1
ANRO icon
Alto Neuroscience
ANRO
$963K
2
BND icon
Vanguard Total Bond Market
BND
$845K
3
JNJ icon
Johnson & Johnson
JNJ
$826K
4
NVDA icon
NVIDIA
NVDA
$667K
5
AON icon
Aon
AON
$663K

Top Sells

1
VTI icon
Vanguard Total Stock Market ETF
VTI
$3.84M
2
AMZN icon
Amazon
AMZN
$3.25M
3
MSFT icon
Microsoft
MSFT
$2.7M
4
AAPL icon
Apple
AAPL
$2.16M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
$1.32M

Sector Composition

1 Technology 28.78%
2 Financials 10.09%
3 Healthcare 9.36%
4 Consumer Discretionary 8.27%
5 Communication Services 7.01%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
GAP
726
The Gap, Inc.
GAP
$8.83B
$304K 0.01%
13,797
-75
-0.5% -$1.65K
KT icon
727
KT
KT
$9.78B
$303K 0.01%
19,732
+3,272
+20% +$50.3K
TTEK icon
728
Tetra Tech
TTEK
$9.48B
$302K 0.01%
6,405
+1,210
+23% +$57.1K
COHR icon
729
Coherent
COHR
$15.2B
$301K 0.01%
3,389
-137
-4% -$12.2K
RBLX icon
730
Roblox
RBLX
$88.5B
$301K 0.01%
6,805
-12
-0.2% -$531
WTW icon
731
Willis Towers Watson
WTW
$32.1B
$300K 0.01%
1,020
-79
-7% -$23.3K
SBS icon
732
Sabesp
SBS
$15.8B
$300K 0.01%
18,140
-278
-2% -$4.6K
PTC icon
733
PTC
PTC
$25.6B
$300K 0.01%
1,658
-9
-0.5% -$1.63K
LECO icon
734
Lincoln Electric
LECO
$13.5B
$299K 0.01%
1,558
+8
+0.5% +$1.54K
TSN icon
735
Tyson Foods
TSN
$20B
$299K 0.01%
5,017
+203
+4% +$12.1K
JLL icon
736
Jones Lang LaSalle
JLL
$14.8B
$298K 0.01%
1,105
+17
+2% +$4.59K
HUBB icon
737
Hubbell
HUBB
$23.2B
$298K 0.01%
695
+31
+5% +$13.3K
DLB icon
738
Dolby
DLB
$6.96B
$296K 0.01%
3,874
-538
-12% -$41.2K
ALB icon
739
Albemarle
ALB
$9.6B
$296K 0.01%
3,126
+770
+33% +$72.9K
BAX icon
740
Baxter International
BAX
$12.5B
$294K 0.01%
7,751
+849
+12% +$32.2K
LPLA icon
741
LPL Financial
LPLA
$26.6B
$294K 0.01%
1,262
-297
-19% -$69.1K
FMX icon
742
Fomento Económico Mexicano
FMX
$29.6B
$293K 0.01%
2,966
-142
-5% -$14K
WES icon
743
Western Midstream Partners
WES
$14.5B
$293K 0.01%
7,650
– –
DCI icon
744
Donaldson
DCI
$9.44B
$293K 0.01%
3,970
– –
HUBS icon
745
HubSpot
HUBS
$25.7B
$288K 0.01%
541
-32
-6% -$17K
CE icon
746
Celanese
CE
$5.34B
$286K 0.01%
2,103
-52
-2% -$7.07K
SNN icon
747
Smith & Nephew
SNN
$16.5B
$286K 0.01%
9,181
-304
-3% -$9.47K
LH icon
748
Labcorp
LH
$23.2B
$286K 0.01%
1,279
-104
-8% -$23.2K
MYRG icon
749
MYR Group
MYRG
$2.79B
$285K 0.01%
2,790
+12
+0.4% +$1.23K
GMAB icon
750
Genmab
GMAB
$16.9B
$285K 0.01%
11,688
-1,123
-9% -$27.4K
28 29
30
31 32