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 %
100%
Top 10 Hldgs %
32.27%
Holding
929
New
929
Increased
Reduced
Closed

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
DLTR icon
776
Dollar Tree
DLTR
$23.2B
$265K 0.01%
+2,673
New +$265K
BLD icon
777
TopBuild
BLD
$11.7B
$264K 0.01%
+817
New +$264K
IQV icon
778
IQVIA
IQV
$31.2B
$263K 0.01%
+1,671
New +$263K
DLB icon
779
Dolby
DLB
$6.91B
$262K 0.01%
+3,534
New +$262K
EWJ icon
780
iShares MSCI Japan ETF
EWJ
$15.3B
$262K 0.01%
+3,500
New +$262K
FMS icon
781
Fresenius Medical Care
FMS
$14.3B
$261K 0.01%
+9,134
New +$261K
MGM icon
782
MGM Resorts International
MGM
$10.6B
$261K 0.01%
+7,584
New +$261K
VGIT icon
783
Vanguard Intermediate-Term Treasury ETF
VGIT
$32.2B
$261K 0.01%
+4,360
New +$261K
CWI icon
784
SPDR MSCI ACWI ex-US ETF
CWI
$1.95B
$261K 0.01%
+7,979
New +$261K
XSVM icon
785
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$584M
$260K 0.01%
+5,000
New +$260K
TPL icon
786
Texas Pacific Land
TPL
$21.7B
$260K 0.01%
+246
New +$260K
FMX icon
787
Fomento Económico Mexicano
FMX
$30.2B
$259K 0.01%
+2,515
New +$259K
MGA icon
788
Magna International
MGA
$12.8B
$258K 0.01%
+6,688
New +$258K
RS icon
789
Reliance Steel & Aluminium
RS
$15.3B
$258K 0.01%
+821
New +$258K
SQM icon
790
Sociedad Química y Minera de Chile
SQM
$12.4B
$256K 0.01%
+7,251
New +$256K
QID icon
791
ProShares UltraShort QQQ
QID
$283M
$256K 0.01%
+10,100
New +$256K
GTES icon
792
Gates Industrial
GTES
$6.46B
$253K 0.01%
+11,003
New +$253K
BOKF icon
793
BOK Financial
BOKF
$7.09B
$252K 0.01%
+2,580
New +$252K
EMN icon
794
Eastman Chemical
EMN
$7.97B
$251K 0.01%
+3,362
New +$251K
BALL icon
795
Ball Corp
BALL
$13.9B
$250K 0.01%
+4,466
New +$250K
EME icon
796
Emcor
EME
$27.8B
$250K 0.01%
+467
New +$250K
PBA icon
797
Pembina Pipeline
PBA
$21.8B
$250K 0.01%
+6,656
New +$250K
WBA
798
DELISTED
Walgreens Boots Alliance
WBA
$250K 0.01%
+21,737
New +$250K
STZ icon
799
Constellation Brands
STZ
$26.7B
$249K 0.01%
+1,529
New +$249K
WY icon
800
Weyerhaeuser
WY
$18B
$248K 0.01%
+9,636
New +$248K