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
SDS icon
901
ProShares UltraShort S&P500
SDS
$467M
$167K 0.01%
+10,000
BTZ icon
902
BlackRock Credit Allocation Income Trust
BTZ
$1.01B
$165K 0.01%
+15,125
JFR icon
903
Nuveen Floating Rate Income Fund
JFR
$1.27B
$164K 0.01%
+19,382
KIO
904
KKR Income Opportunities Fund
KIO
$479M
$163K 0.01%
+12,996
UGP icon
905
Ultrapar
UGP
$4.46B
$159K 0.01%
+48,577
ACRE
906
Ares Commercial Real Estate
ACRE
$271M
$152K 0.01%
+31,825
BGB
907
Blackstone Strategic Credit 2027 Term Fund
BGB
$529M
$152K 0.01%
+12,500
HMY icon
908
Harmony Gold Mining
HMY
$10.8B
$149K 0.01%
+10,646
PCG icon
909
PG&E
PCG
$36.2B
$142K 0.01%
+10,206
ABEV icon
910
Ambev
ABEV
$39.8B
$139K 0.01%
+57,811
SSL icon
911
Sasol
SSL
$4.49B
$138K 0.01%
+31,130
RDFN
912
DELISTED
Redfin
RDFN
$135K 0.01%
+12,026
KSS icon
913
Kohl's
KSS
$1.88B
$124K 0.01%
+14,621
WBD icon
914
Warner Bros
WBD
$57.1B
$117K 0.01%
+10,186
PGRE
915
Paramount Group
PGRE
$1.45B
$114K 0.01%
+18,698
AES icon
916
AES
AES
$9.84B
$113K 0.01%
+10,786
EC icon
917
Ecopetrol
EC
$21.4B
$113K 0.01%
+12,769
RLX icon
918
RLX Technology
RLX
$3.13B
$110K ﹤0.01%
+49,890
RUN icon
919
Sunrun
RUN
$4.33B
$96.5K ﹤0.01%
+11,802
RUM icon
920
Rumble
RUM
$1.91B
$90.4K ﹤0.01%
+10,062
MPW icon
921
Medical Properties Trust
MPW
$2.98B
$77K ﹤0.01%
+17,855
SBSW icon
922
Sibanye-Stillwater
SBSW
$7.86B
$75.3K ﹤0.01%
+10,430
CURV icon
923
Torrid Holdings
CURV
$125M
$72.8K ﹤0.01%
+24,664
LCID icon
924
Lucid Motors
LCID
$4.6B
$71.2K ﹤0.01%
+3,376
ARRY icon
925
Array Technologies
ARRY
$1.25B
$60.8K ﹤0.01%
+10,313