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
IWF icon
76
iShares Russell 1000 Growth ETF
IWF
$117B
$4.82M 0.21%
+11,363
ESGU icon
77
iShares ESG Aware MSCI USA ETF
ESGU
$15.6B
$4.79M 0.21%
+35,412
GILD icon
78
Gilead Sciences
GILD
$185B
$4.76M 0.21%
+42,962
ADP icon
79
Automatic Data Processing
ADP
$86.3B
$4.67M 0.21%
+15,138
KB icon
80
KB Financial Group
KB
$39.4B
$4.62M 0.21%
+55,945
JCI icon
81
Johnson Controls International
JCI
$88.3B
$4.61M 0.21%
+43,632
TJX icon
82
TJX Companies
TJX
$180B
$4.58M 0.2%
+37,056
VRSK icon
83
Verisk Analytics
VRSK
$28.9B
$4.57M 0.2%
+14,668
PGR icon
84
Progressive
PGR
$125B
$4.57M 0.2%
+17,115
IVV icon
85
iShares Core S&P 500 ETF
IVV
$753B
$4.53M 0.2%
+7,296
AMGN icon
86
Amgen
AMGN
$209B
$4.5M 0.2%
+16,120
ACWX icon
87
iShares MSCI ACWI ex US ETF
ACWX
$9.51B
$4.49M 0.2%
+73,696
CI icon
88
Cigna
CI
$76.4B
$4.49M 0.2%
+13,574
EFA icon
89
iShares MSCI EAFE ETF
EFA
$77.8B
$4.44M 0.2%
+49,656
TM icon
90
Toyota
TM
$316B
$4.44M 0.2%
+25,756
TXN icon
91
Texas Instruments
TXN
$193B
$4.41M 0.2%
+21,258
UBS icon
92
UBS Group
UBS
$128B
$4.38M 0.2%
+129,469
RTX icon
93
RTX Corp
RTX
$272B
$4.38M 0.19%
+29,962
SYK icon
94
Stryker
SYK
$148B
$4.36M 0.19%
+11,021
IBN icon
95
ICICI Bank
IBN
$109B
$4.35M 0.19%
+129,210
CAT icon
96
Caterpillar
CAT
$346B
$4.33M 0.19%
+11,149
MDY icon
97
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.6B
$4.32M 0.19%
+7,630
MCO icon
98
Moody's
MCO
$84.7B
$4.29M 0.19%
+8,545
CBRE icon
99
CBRE Group
CBRE
$43.6B
$4.25M 0.19%
+30,309
VIG icon
100
Vanguard Dividend Appreciation ETF
VIG
$105B
$4.17M 0.19%
+20,391