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
THG icon
851
Hanover Insurance
THG
$6.4B
$214K 0.01%
+1,261
TYL icon
852
Tyler Technologies
TYL
$14.3B
$214K 0.01%
+361
SCHX icon
853
Schwab US Large- Cap ETF
SCHX
$67.2B
$213K 0.01%
+8,729
KD icon
854
Kyndryl
KD
$3.03B
$213K 0.01%
+5,080
PTLC icon
855
Pacer Trendpilot US Large Cap ETF
PTLC
$3.18B
$212K 0.01%
+4,168
LDP icon
856
Cohen & Steers Duration Preferred & Income Fund
LDP
$605M
$210K 0.01%
+10,000
ZION icon
857
Zions Bancorporation
ZION
$9.21B
$208K 0.01%
+4,012
PPL icon
858
PPL Corp
PPL
$29B
$208K 0.01%
+6,126
CPT icon
859
Camden Property Trust
CPT
$10.7B
$208K 0.01%
+1,842
MINT icon
860
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$15.6B
$207K 0.01%
+2,055
DTM icon
861
DT Midstream
DTM
$13.6B
$206K 0.01%
+1,878
CINF icon
862
Cincinnati Financial
CINF
$26.2B
$206K 0.01%
+1,386
TTD icon
863
Trade Desk
TTD
$10.6B
$206K 0.01%
+2,860
OHI icon
864
Omega Healthcare
OHI
$13.7B
$206K 0.01%
+5,616
RTO icon
865
Rentokil
RTO
$16.9B
$206K 0.01%
+8,574
IGA
866
Voya Global Advantage and Premium Opportunity Fund
IGA
$147M
$205K 0.01%
+20,681
CPAY icon
867
Corpay
CPAY
$20.7B
$205K 0.01%
+617
LNC icon
868
Lincoln National
LNC
$6.97B
$204K 0.01%
+5,891
BBD icon
869
Banco Bradesco
BBD
$41.6B
$204K 0.01%
+65,864
DPG
870
Duff & Phelps Utility and Infrastructure Fund
DPG
$536M
$203K 0.01%
+16,380
EOS
871
Eaton Vance Enhance Equity Income Fund II
EOS
$1.17B
$203K 0.01%
+8,389
BMI icon
872
Badger Meter
BMI
$3.59B
$203K 0.01%
+829
KMX icon
873
CarMax
KMX
$5.47B
$203K 0.01%
+3,020
SNA icon
874
Snap-on
SNA
$20.3B
$203K 0.01%
+652
CWEN icon
875
Clearway Energy Class C
CWEN
$4.8B
$203K 0.01%
+6,332