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 | |
|---|---|---|---|---|---|---|
101
Motorola Solutions
MSI
$78.7B
| $4.12M | 0.18% |
+9,808
| New | +$4.12M |
|
102
Wells Fargo
WFC
$263B
| $4.06M | 0.18% |
+50,735
| New | +$4.06M |
|
103
McKesson
MCK
$85.4B
| $4.06M | 0.18% |
+5,541
| New | +$4.06M |
|
104
Chevron
CVX
$324B
| $4.06M | 0.18% |
+28,346
| New | +$4.06M |
|
105
Ecolab
ECL
$78.6B
| $4.04M | 0.18% |
+14,992
| New | +$4.04M |
|
106
Infosys
INFY
$69.7B
| $4.03M | 0.18% |
+217,552
| New | +$4.03M |
|
107
Vanguard FTSE All-World ex-US ETF
VEU
$48.6B
| $3.97M | 0.18% |
+59,010
| New | +$3.97M |
|
108
Bank of New York Mellon
BK
$74.5B
| $3.87M | 0.17% |
+42,424
| New | +$3.87M |
|
109
AT&T
T
$209B
| $3.76M | 0.17% |
+130,046
| New | +$3.76M |
|
110
Verizon
VZ
$186B
| $3.76M | 0.17% |
+86,855
| New | +$3.76M |
|
111
Royal Bank of Canada
RY
$205B
| $3.76M | 0.17% |
+28,552
| New | +$3.76M |
|
112
Thomson Reuters
TRI
$80B
| $3.72M | 0.17% |
+18,520
| New | +$3.72M |
|
113
ING
ING
$70.3B
| $3.71M | 0.17% |
+169,638
| New | +$3.71M |
|
114
Hartford Financial Services
HIG
$37.2B
| $3.65M | 0.16% |
+28,756
| New | +$3.65M |
|
115
Lowe's Companies
LOW
$145B
| $3.62M | 0.16% |
+16,326
| New | +$3.62M |
|
116
Capital One
COF
$145B
| $3.62M | 0.16% |
+17,004
| New | +$3.62M |
|
117
HSBC
HSBC
$224B
| $3.62M | 0.16% |
+59,484
| New | +$3.62M |
|
118
Vanguard Growth ETF
VUG
$185B
| $3.61M | 0.16% |
+8,245
| New | +$3.61M |
|
119
Palo Alto Networks
PANW
$127B
| $3.58M | 0.16% |
+17,517
| New | +$3.58M |
|
120
Analog Devices
ADI
$124B
| $3.57M | 0.16% |
+14,993
| New | +$3.57M |
|
121
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $3.55M | 0.16% |
+59,126
| New | +$3.55M |
|
122
RELX
RELX
$85.3B
| $3.52M | 0.16% |
+64,708
| New | +$3.52M |
|
123
Williams-Sonoma
WSM
$23.1B
| $3.5M | 0.16% |
+21,413
| New | +$3.5M |
|
124
Intuitive Surgical
ISRG
$170B
| $3.45M | 0.15% |
+6,341
| New | +$3.45M |
|
125
Deere & Co
DE
$129B
| $3.44M | 0.15% |
+6,760
| New | +$3.44M |
|