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
$2.45B
AUM Growth
+$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$3.87M
3
+$1.95M
4
NVDA icon
NVIDIA
NVDA
+$1.48M
5
AVGO icon
Broadcom
AVGO
+$1.43M

Top Sells

1
+$4.01M
2
+$2.08M
3
+$1.26M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.07M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1M

Sector Composition

1 Technology 30%
2 Financials 11.25%
3 Consumer Discretionary 8.22%
4 Communication Services 8.07%
5 Healthcare 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVV icon
76
iShares Core S&P 500 ETF
IVV
$730B
$5.1M 0.21%
7,615
+319
MDY icon
77
SPDR S&P MidCap 400 ETF Trust
MDY
$23.6B
$5.02M 0.21%
8,425
+795
SCHW icon
78
Charles Schwab
SCHW
$165B
$5.02M 0.2%
52,564
-5,339
UNP icon
79
Union Pacific
UNP
$138B
$4.92M 0.2%
20,812
-887
GILD icon
80
Gilead Sciences
GILD
$156B
$4.9M 0.2%
44,133
+1,171
PM icon
81
Philip Morris
PM
$245B
$4.86M 0.2%
29,988
-773
BKNG icon
82
Booking.com
BKNG
$158B
$4.86M 0.2%
900
+21
JCI icon
83
Johnson Controls International
JCI
$71.1B
$4.85M 0.2%
44,067
+435
CBRE icon
84
CBRE Group
CBRE
$48.2B
$4.84M 0.2%
30,724
+415
PLTR icon
85
Palantir
PLTR
$401B
$4.82M 0.2%
26,414
+2,930
BK icon
86
Bank of New York Mellon
BK
$78.2B
$4.76M 0.19%
43,713
+1,289
TM icon
87
Toyota
TM
$263B
$4.74M 0.19%
24,821
-935
ADBE icon
88
Adobe
ADBE
$134B
$4.72M 0.19%
13,378
-498
EFA icon
89
iShares MSCI EAFE ETF
EFA
$68.7B
$4.68M 0.19%
50,146
+490
KB icon
90
KB Financial Group
KB
$30.7B
$4.65M 0.19%
56,094
+149
AMGN icon
91
Amgen
AMGN
$186B
$4.5M 0.18%
15,949
-171
NVO icon
92
Novo Nordisk
NVO
$219B
$4.47M 0.18%
80,517
-11,442
ING icon
93
ING
ING
$75.3B
$4.47M 0.18%
171,280
+1,642
ADP icon
94
Automatic Data Processing
ADP
$103B
$4.46M 0.18%
15,179
+41
WFC icon
95
Wells Fargo
WFC
$269B
$4.43M 0.18%
52,885
+2,150
MSI icon
96
Motorola Solutions
MSI
$61.6B
$4.43M 0.18%
9,685
-123
LOW icon
97
Lowe's Companies
LOW
$136B
$4.39M 0.18%
17,477
+1,151
ACWX icon
98
iShares MSCI ACWI ex US ETF
ACWX
$7.29B
$4.33M 0.18%
66,533
-7,163
IWF icon
99
iShares Russell 1000 Growth ETF
IWF
$125B
$4.32M 0.18%
9,222
-2,141
MCK icon
100
McKesson
MCK
$109B
$4.3M 0.18%
5,571
+30
2 3
4
5 6