LNWWM
Laird Norton Wetherby Wealth Management Portfolio holdings
AUM
$2.25B
This Quarter Return
-3.05%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.74B
AUM Growth
-$29.3M
(-1.7%)
Cap. Flow
+$61.3M
Cap. Flow
% of AUM
3.52%
Top 10 Holdings %
Top 10 Hldgs %
29.71%
Holding
969
New
60
Increased
528
Reduced
271
Closed
55
Top Buys
| 1 |
Apple
AAPL
|
$26.4M |
| 2 |
Walt Disney
DIS
|
$2.69M |
| 3 |
Shell
SHEL
|
$2.46M |
| 4 |
iShares Short Treasury Bond ETF
SHV
|
$1.92M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$1.85M |
Top Sells
Sector Composition
| 1 | Technology | 23.8% |
| 2 | Financials | 12.42% |
| 3 | Healthcare | 10.88% |
| 4 | Consumer Discretionary | 8.34% |
| 5 | Communication Services | 6.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ABMD
776
DELISTED
Abiomed Inc
ABMD
| $247K | 0.01% |
747
-76
| -9% | -$25.1K |
|
|
RC
777
Ready Capital
RC
$705M
| $246K | 0.01% |
+16,359
| New | +$246K |
|
778
J.M. Smucker
SJM
$12B
| $246K | 0.01% |
1,818
-202
| -10% | -$27.3K |
|
779
argenx
ARGX
$45.9B
| $245K | 0.01% |
777
+21
| +3% | +$6.62K |
|
780
Coinbase
COIN
$76.8B
| $245K | 0.01% |
+1,290
| New | +$245K |
|
|
HZNP
781
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $245K | 0.01% |
2,328
-127
| -5% | -$13.4K |
|
782
Gartner
IT
$18.6B
| $244K | 0.01% |
819
-18
| -2% | -$5.36K |
|
783
Restaurant Brands International
QSR
$20.7B
| $244K | 0.01% |
4,178
-397
| -9% | -$23.2K |
|
|
SIVB
784
DELISTED
SVB Financial Group
SIVB
| $244K | 0.01% |
436
-63
| -13% | -$35.3K |
|
785
Prothena Corp
PRTA
$460M
| $241K | 0.01% |
+6,582
| New | +$241K |
|
786
Amdocs
DOX
$9.46B
| $240K | 0.01% |
2,914
+13
| +0.4% | +$1.07K |
|
787
NewtekOne
NEWT
$317M
| $240K | 0.01% |
9,000
| – | – |
|
788
BOK Financial
BOKF
$7.18B
| $239K | 0.01% |
2,545
-20
| -0.8% | -$1.88K |
|
789
4D Molecular Therapeutics
FDMT
$340M
| $239K | 0.01% |
+15,839
| New | +$239K |
|
790
Hercules Capital
HTGC
$3.49B
| $239K | 0.01% |
13,200
| – | – |
|
791
Westlake Corp
WLK
$11.5B
| $239K | 0.01% |
+1,940
| New | +$239K |
|
792
Suzano
SUZ
$11.9B
| $238K | 0.01% |
20,460
+616
| +3% | +$7.17K |
|
793
Woodward
WWD
$14.6B
| $237K | 0.01% |
1,897
+37
| +2% | +$4.62K |
|
794
Vipshop
VIPS
$8.45B
| $236K | 0.01% |
26,239
-15
| -0.1% | -$135 |
|
795
Cincinnati Financial
CINF
$24B
| $235K | 0.01% |
+1,725
| New | +$235K |
|
796
Tencent Music
TME
$37.7B
| $235K | 0.01% |
48,303
+7,709
| +19% | +$37.5K |
|
797
Trimble
TRMB
$19.2B
| $235K | 0.01% |
+3,263
| New | +$235K |
|
798
Textron
TXT
$14.5B
| $235K | 0.01% |
3,165
+152
| +5% | +$11.3K |
|
799
Amplify Cybersecurity ETF
HACK
$2.29B
| $234K | 0.01% |
+3,985
| New | +$234K |
|
800
iShares Gold Trust
IAU
$52.6B
| $234K | 0.01% |
6,353
-141
| -2% | -$5.19K |
|