LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
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 +$134M
2 +$117M
3 +$110M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$96.3M
5
AMZN icon
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 Change
in Stake
Capital Flow
TEAM icon
801
Atlassian
TEAM
$39.9B
$245K 0.01%
+1,207
RITM icon
802
Rithm Capital
RITM
$6.16B
$245K 0.01%
+21,707
DSL
803
DoubleLine Income Solutions Fund
DSL
$1.32B
$245K 0.01%
+20,000
VOOG icon
804
Vanguard S&P 500 Growth ETF
VOOG
$20.4B
$242K 0.01%
+611
MUSA icon
805
Murphy USA
MUSA
$6.68B
$242K 0.01%
+595
MEOH icon
806
Methanex
MEOH
$2.85B
$240K 0.01%
+7,262
ENPH icon
807
Enphase Energy
ENPH
$3.75B
$239K 0.01%
+6,035
ELP icon
808
Companhia Paranaense de Energia (COPEL)
ELP
$8.11B
$239K 0.01%
+26,191
MP icon
809
MP Materials
MP
$10.4B
$238K 0.01%
+7,166
DY icon
810
Dycom Industries
DY
$8.43B
$238K 0.01%
+974
RBLX icon
811
Roblox
RBLX
$71.8B
$238K 0.01%
+2,261
IGSB icon
812
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.3B
$238K 0.01%
+4,508
UAL icon
813
United Airlines
UAL
$30.8B
$237K 0.01%
+2,981
MOH icon
814
Molina Healthcare
MOH
$7.07B
$237K 0.01%
+795
PTC icon
815
PTC
PTC
$21.5B
$234K 0.01%
+1,358
NTR icon
816
Nutrien
NTR
$28.7B
$232K 0.01%
+3,985
EXE
817
Expand Energy Corp
EXE
$27.9B
$229K 0.01%
+1,961
CRL icon
818
Charles River Laboratories
CRL
$8.26B
$229K 0.01%
+1,511
UDR icon
819
UDR
UDR
$11.5B
$229K 0.01%
+5,611
PTEN icon
820
Patterson-UTI
PTEN
$2.27B
$228K 0.01%
+38,419
CFG icon
821
Citizens Financial Group
CFG
$22.2B
$227K 0.01%
+5,081
EFX icon
822
Equifax
EFX
$25.4B
$227K 0.01%
+875
IP icon
823
International Paper
IP
$19.7B
$227K 0.01%
+4,837
NFG icon
824
National Fuel Gas
NFG
$7.32B
$226K 0.01%
+2,669
VOE icon
825
Vanguard Mid-Cap Value ETF
VOE
$19.1B
$225K 0.01%
+1,371