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
DT icon
726
Dynatrace
DT
$10.7B
$298K 0.01%
+5,400
JPC icon
727
Nuveen Preferred & Income Opportunities Fund
JPC
$2.93B
$297K 0.01%
+36,995
GAP
728
The Gap Inc
GAP
$10.4B
$296K 0.01%
+13,579
SKM icon
729
SK Telecom
SKM
$11.6B
$296K 0.01%
+12,667
SUZ icon
730
Suzano
SUZ
$14B
$295K 0.01%
+31,387
HEFA icon
731
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.23B
$295K 0.01%
+7,778
LUV icon
732
Southwest Airlines
LUV
$24.2B
$295K 0.01%
+9,089
CAG icon
733
Conagra Brands
CAG
$9.21B
$294K 0.01%
+14,380
CRWV
734
CoreWeave Inc
CRWV
$41.5B
$294K 0.01%
+1,800
SFM icon
735
Sprouts Farmers Market
SFM
$7.19B
$293K 0.01%
+1,782
AEE icon
736
Ameren
AEE
$31.3B
$293K 0.01%
+3,049
NI icon
737
NiSource
NI
$22.6B
$291K 0.01%
+7,225
HUBB icon
738
Hubbell
HUBB
$27.2B
$291K 0.01%
+713
COHR icon
739
Coherent
COHR
$48.5B
$291K 0.01%
+3,264
NWSA icon
740
News Corp Class A
NWSA
$13.4B
$291K 0.01%
+9,797
PHI icon
741
PLDT
PHI
$5.17B
$290K 0.01%
+13,340
WES icon
742
Western Midstream Partners
WES
$16.4B
$288K 0.01%
+7,450
IWO icon
743
iShares Russell 2000 Growth ETF
IWO
$13.2B
$288K 0.01%
+1,008
VNM icon
744
VanEck Vietnam ETF
VNM
$650M
$286K 0.01%
+20,776
CNX icon
745
CNX Resources
CNX
$5.95B
$286K 0.01%
+8,481
LH icon
746
Labcorp
LH
$23.8B
$286K 0.01%
+1,088
TLH icon
747
iShares 10-20 Year Treasury Bond ETF
TLH
$12.8B
$285K 0.01%
+2,809
AIQ icon
748
Global X Artificial Intelligence & Technology ETF
AIQ
$7.78B
$281K 0.01%
+6,431
MTB icon
749
M&T Bank
MTB
$32.3B
$280K 0.01%
+1,443
SNX icon
750
TD Synnex
SNX
$12.6B
$280K 0.01%
+2,061