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
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
32.27%
Holding
929
New
929
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$134M |
| 2 |
Microsoft
MSFT
|
$117M |
| 3 |
NVIDIA
NVDA
|
$110M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$96.3M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
926
Cerus
CERS
$251M
| $52K | ﹤0.01% |
+36,860
| New | +$52K |
|
927
Gerdau
GGB
$6.15B
| $41.9K | ﹤0.01% |
+14,345
| New | +$41.9K |
|
|
URG
928
Ur-Energy
URG
$507M
| $28K | ﹤0.01% |
+26,625
| New | +$28K |
|
929
Companhia Siderúrgica Nacional
SID
$1.92B
| $19K | ﹤0.01% |
+13,604
| New | +$19K |
|