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
MSI icon
101
Motorola Solutions
MSI
$63.3B
$4.12M 0.18%
+9,808
WFC icon
102
Wells Fargo
WFC
$267B
$4.06M 0.18%
+50,735
MCK icon
103
McKesson
MCK
$104B
$4.06M 0.18%
+5,541
CVX icon
104
Chevron
CVX
$315B
$4.06M 0.18%
+28,346
ECL icon
105
Ecolab
ECL
$73.2B
$4.04M 0.18%
+14,992
INFY icon
106
Infosys
INFY
$69B
$4.03M 0.18%
+217,552
VEU icon
107
Vanguard FTSE All-World ex-US ETF
VEU
$51.6B
$3.97M 0.18%
+59,010
BK icon
108
Bank of New York Mellon
BK
$77B
$3.87M 0.17%
+42,424
T icon
109
AT&T
T
$181B
$3.76M 0.17%
+130,046
VZ icon
110
Verizon
VZ
$173B
$3.76M 0.17%
+86,855
RY icon
111
Royal Bank of Canada
RY
$207B
$3.76M 0.17%
+28,552
TRI icon
112
Thomson Reuters
TRI
$62.8B
$3.72M 0.17%
+18,520
ING icon
113
ING
ING
$75.4B
$3.71M 0.17%
+169,638
HIG icon
114
Hartford Financial Services
HIG
$37.3B
$3.65M 0.16%
+28,756
LOW icon
115
Lowe's Companies
LOW
$128B
$3.62M 0.16%
+16,326
COF icon
116
Capital One
COF
$134B
$3.62M 0.16%
+17,004
HSBC icon
117
HSBC
HSBC
$249B
$3.62M 0.16%
+59,484
VUG icon
118
Vanguard Growth ETF
VUG
$197B
$3.61M 0.16%
+8,245
PANW icon
119
Palo Alto Networks
PANW
$140B
$3.58M 0.16%
+17,517
ADI icon
120
Analog Devices
ADI
$116B
$3.57M 0.16%
+14,993
IEMG icon
121
iShares Core MSCI Emerging Markets ETF
IEMG
$113B
$3.55M 0.16%
+59,126
RELX icon
122
RELX
RELX
$75.2B
$3.52M 0.16%
+64,708
WSM icon
123
Williams-Sonoma
WSM
$22.2B
$3.5M 0.16%
+21,413
ISRG icon
124
Intuitive Surgical
ISRG
$195B
$3.45M 0.15%
+6,341
DE icon
125
Deere & Co
DE
$129B
$3.44M 0.15%
+6,760
3 4
5
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