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
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
32.27%
Holding
929
New
929
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$134M |
| 2 |
Microsoft
MSFT
|
$117M |
| 3 |
NVIDIA
NVDA
|
$110M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$96.3M |
| 5 |
Amazon
AMZN
|
$70.9M |
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 | |
|---|---|---|---|---|---|---|
801
Atlassian
TEAM
$45.3B
| $245K | 0.01% |
+1,207
| New | +$245K |
|
802
Rithm Capital
RITM
$6.51B
| $245K | 0.01% |
+21,707
| New | +$245K |
|
|
DSL
803
DoubleLine Income Solutions Fund
DSL
$1.42B
| $245K | 0.01% |
+20,000
| New | +$245K |
|
804
Vanguard S&P 500 Growth ETF
VOOG
$19B
| $242K | 0.01% |
+611
| New | +$242K |
|
805
Murphy USA
MUSA
$7.19B
| $242K | 0.01% |
+595
| New | +$242K |
|
806
Methanex
MEOH
$2.73B
| $240K | 0.01% |
+7,262
| New | +$240K |
|
807
Enphase Energy
ENPH
$4.84B
| $239K | 0.01% |
+6,035
| New | +$239K |
|
808
Copel
ELP
$6.59B
| $239K | 0.01% |
+26,191
| New | +$239K |
|
809
MP Materials
MP
$11.9B
| $238K | 0.01% |
+7,166
| New | +$238K |
|
810
Dycom Industries
DY
$7.1B
| $238K | 0.01% |
+974
| New | +$238K |
|
811
Roblox
RBLX
$89.1B
| $238K | 0.01% |
+2,261
| New | +$238K |
|
812
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.5B
| $238K | 0.01% |
+4,508
| New | +$238K |
|
813
United Airlines
UAL
$33.9B
| $237K | 0.01% |
+2,981
| New | +$237K |
|
814
Molina Healthcare
MOH
$9.93B
| $237K | 0.01% |
+795
| New | +$237K |
|
815
PTC
PTC
$25.5B
| $234K | 0.01% |
+1,358
| New | +$234K |
|
816
Nutrien
NTR
$28B
| $232K | 0.01% |
+3,985
| New | +$232K |
|
|
EXE
817
Expand Energy Corporation Common Stock
EXE
$23.4B
| $229K | 0.01% |
+1,961
| New | +$229K |
|
818
Charles River Laboratories
CRL
$7.94B
| $229K | 0.01% |
+1,511
| New | +$229K |
|
819
UDR
UDR
$12.7B
| $229K | 0.01% |
+5,611
| New | +$229K |
|
820
Patterson-UTI
PTEN
$2.21B
| $228K | 0.01% |
+38,419
| New | +$228K |
|
821
Citizens Financial Group
CFG
$22.3B
| $227K | 0.01% |
+5,081
| New | +$227K |
|
822
Equifax
EFX
$28.8B
| $227K | 0.01% |
+875
| New | +$227K |
|
823
International Paper
IP
$26B
| $227K | 0.01% |
+4,837
| New | +$227K |
|
824
National Fuel Gas
NFG
$7.87B
| $226K | 0.01% |
+2,669
| New | +$226K |
|
825
Vanguard Mid-Cap Value ETF
VOE
$18.7B
| $225K | 0.01% |
+1,371
| New | +$225K |
|