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
TEAM icon
801
Atlassian
TEAM
$19.8B
$245K 0.01%
+1,207
RITM icon
802
Rithm Capital
RITM
$5.59B
$245K 0.01%
+21,707
DSL
803
DoubleLine Income Solutions Fund
DSL
$1.31B
$245K 0.01%
+20,000
VOOG icon
804
Vanguard S&P 500 Growth ETF
VOOG
$21.7B
$242K 0.01%
+611
MUSA icon
805
Murphy USA
MUSA
$7.24B
$242K 0.01%
+595
MEOH icon
806
Methanex
MEOH
$3.91B
$240K 0.01%
+7,262
ENPH icon
807
Enphase Energy
ENPH
$5.54B
$239K 0.01%
+6,035
ELP
808
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
$239K 0.01%
+26,191
MP icon
809
MP Materials
MP
$10.4B
$238K 0.01%
+7,166
DY icon
810
Dycom Industries
DY
$12.6B
$238K 0.01%
+974
RBLX icon
811
Roblox
RBLX
$48.7B
$238K 0.01%
+2,261
IGSB icon
812
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.5B
$238K 0.01%
+4,508
UAL icon
813
United Airlines
UAL
$34.4B
$237K 0.01%
+2,981
MOH icon
814
Molina Healthcare
MOH
$7.93B
$237K 0.01%
+795
PTC icon
815
PTC
PTC
$18.6B
$234K 0.01%
+1,358
NTR icon
816
Nutrien
NTR
$36.3B
$232K 0.01%
+3,985
EXE
817
Expand Energy Corp
EXE
$25.9B
$229K 0.01%
+1,961
CRL icon
818
Charles River Laboratories
CRL
$8.78B
$229K 0.01%
+1,511
UDR icon
819
UDR
UDR
$12.3B
$229K 0.01%
+5,611
PTEN icon
820
Patterson-UTI
PTEN
$3.23B
$228K 0.01%
+38,419
CFG icon
821
Citizens Financial Group
CFG
$25.6B
$227K 0.01%
+5,081
EFX icon
822
Equifax
EFX
$25.1B
$227K 0.01%
+875
IP icon
823
International Paper
IP
$23B
$227K 0.01%
+4,837
NFG icon
824
National Fuel Gas
NFG
$8.65B
$226K 0.01%
+2,669
VOE icon
825
Vanguard Mid-Cap Value ETF
VOE
$22.2B
$225K 0.01%
+1,371