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
BAM icon
826
Brookfield Asset Management
BAM
$75.4B
$225K 0.01%
+4,078
ON icon
827
ON Semiconductor
ON
$26.2B
$224K 0.01%
+4,278
SNN icon
828
Smith & Nephew
SNN
$15.7B
$223K 0.01%
+7,285
AL icon
829
Air Lease Corp
AL
$7.26B
$223K 0.01%
+3,811
GLTR icon
830
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$3.44B
$222K 0.01%
+1,609
VSGX icon
831
Vanguard ESG International Stock ETF
VSGX
$6.27B
$222K 0.01%
+3,392
REXR icon
832
Rexford Industrial Realty
REXR
$8.69B
$222K 0.01%
+6,240
G icon
833
Genpact
G
$6.77B
$222K 0.01%
+5,042
DECK icon
834
Deckers Outdoor
DECK
$16.6B
$221K 0.01%
+2,145
THQ
835
abrdn Healthcare Opportunities Fund
THQ
$799M
$221K 0.01%
+12,000
SCHA icon
836
Schwab U.S Small- Cap ETF
SCHA
$20.6B
$220K 0.01%
+8,713
EL icon
837
Estee Lauder
EL
$39.6B
$220K 0.01%
+2,725
EVR icon
838
Evercore
EVR
$11.9B
$218K 0.01%
+808
CASY icon
839
Casey's General Stores
CASY
$25.4B
$218K 0.01%
+427
VONG icon
840
Vanguard Russell 1000 Growth ETF
VONG
$36.6B
$217K 0.01%
+1,988
FDN icon
841
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.79B
$217K 0.01%
+805
EFG icon
842
iShares MSCI EAFE Growth ETF
EFG
$10.1B
$217K 0.01%
+1,934
ATO icon
843
Atmos Energy
ATO
$30.9B
$216K 0.01%
+1,403
WTS icon
844
Watts Water Technologies
WTS
$11B
$216K 0.01%
+879
CIEN icon
845
Ciena
CIEN
$49.3B
$216K 0.01%
+2,657
HOLX icon
846
Hologic
HOLX
$16.8B
$216K 0.01%
+3,314
WINN icon
847
Harbor Long-Term Growers ETF
WINN
$1.01B
$216K 0.01%
+7,402
LULU icon
848
lululemon athletica
LULU
$21.7B
$215K 0.01%
+907
MUR icon
849
Murphy Oil
MUR
$4.73B
$215K 0.01%
+9,556
TXT icon
850
Textron
TXT
$17.2B
$215K 0.01%
+2,673