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
BAM icon
826
Brookfield Asset Management
BAM
$94.7B
$225K 0.01%
+4,078
New +$225K
ON icon
827
ON Semiconductor
ON
$19.6B
$224K 0.01%
+4,278
New +$224K
SNN icon
828
Smith & Nephew
SNN
$16B
$223K 0.01%
+7,285
New +$223K
AL icon
829
Air Lease Corp
AL
$7.17B
$223K 0.01%
+3,811
New +$223K
GLTR icon
830
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$1.6B
$222K 0.01%
+1,609
New +$222K
VSGX icon
831
Vanguard ESG International Stock ETF
VSGX
$4.91B
$222K 0.01%
+3,392
New +$222K
REXR icon
832
Rexford Industrial Realty
REXR
$9.51B
$222K 0.01%
+6,240
New +$222K
G icon
833
Genpact
G
$7.72B
$222K 0.01%
+5,042
New +$222K
DECK icon
834
Deckers Outdoor
DECK
$18.1B
$221K 0.01%
+2,145
New +$221K
THQ
835
abrdn Healthcare Opportunities Fund
THQ
$706M
$221K 0.01%
+12,000
New +$221K
SCHA icon
836
Schwab U.S Small- Cap ETF
SCHA
$18.3B
$220K 0.01%
+8,713
New +$220K
EL icon
837
Estee Lauder
EL
$32.4B
$220K 0.01%
+2,725
New +$220K
EVR icon
838
Evercore
EVR
$12.1B
$218K 0.01%
+808
New +$218K
CASY icon
839
Casey's General Stores
CASY
$18.4B
$218K 0.01%
+427
New +$218K
VONG icon
840
Vanguard Russell 1000 Growth ETF
VONG
$30.3B
$217K 0.01%
+1,988
New +$217K
FDN icon
841
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.08B
$217K 0.01%
+805
New +$217K
EFG icon
842
iShares MSCI EAFE Growth ETF
EFG
$12.9B
$217K 0.01%
+1,934
New +$217K
ATO icon
843
Atmos Energy
ATO
$26.6B
$216K 0.01%
+1,403
New +$216K
WTS icon
844
Watts Water Technologies
WTS
$9.18B
$216K 0.01%
+879
New +$216K
CIEN icon
845
Ciena
CIEN
$13.1B
$216K 0.01%
+2,657
New +$216K
HOLX icon
846
Hologic
HOLX
$14.8B
$216K 0.01%
+3,314
New +$216K
WINN icon
847
Harbor Long-Term Growers ETF
WINN
$980M
$216K 0.01%
+7,402
New +$216K
LULU icon
848
lululemon athletica
LULU
$23.6B
$215K 0.01%
+907
New +$215K
MUR icon
849
Murphy Oil
MUR
$3.68B
$215K 0.01%
+9,556
New +$215K
TXT icon
850
Textron
TXT
$14.1B
$215K 0.01%
+2,673
New +$215K