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
COF icon
126
Capital One
COF
$139B
$3.71M 0.15%
17,438
+434
CI icon
127
Cigna
CI
$74.1B
$3.68M 0.15%
12,771
-803
T icon
128
AT&T
T
$184B
$3.65M 0.15%
129,161
-885
ADI icon
129
Analog Devices
ADI
$130B
$3.6M 0.15%
14,649
-344
BABA icon
130
Alibaba
BABA
$375B
$3.6M 0.15%
20,132
+934
WF icon
131
Woori Financial
WF
$13.4B
$3.58M 0.15%
63,770
+1,549
APH icon
132
Amphenol
APH
$172B
$3.58M 0.15%
28,900
-588
SHOP icon
133
Shopify
SHOP
$207B
$3.56M 0.15%
23,946
-410
PANW icon
134
Palo Alto Networks
PANW
$133B
$3.55M 0.15%
17,448
-69
VRSK icon
135
Verisk Analytics
VRSK
$31.4B
$3.51M 0.14%
13,967
-701
BLK icon
136
Blackrock
BLK
$162B
$3.5M 0.14%
3,002
+92
IWM icon
137
iShares Russell 2000 ETF
IWM
$70.4B
$3.5M 0.14%
14,461
+860
INFY icon
138
Infosys
INFY
$72.5B
$3.39M 0.14%
208,099
-9,453
DHR icon
139
Danaher
DHR
$160B
$3.36M 0.14%
16,972
+106
GPN icon
140
Global Payments
GPN
$17.9B
$3.36M 0.14%
40,486
+308
GEV icon
141
GE Vernova
GEV
$163B
$3.36M 0.14%
5,465
+263
EEM icon
142
iShares MSCI Emerging Markets ETF
EEM
$20.7B
$3.24M 0.13%
60,720
+5,000
ENB icon
143
Enbridge
ENB
$106B
$3.24M 0.13%
64,257
-1,331
TMUS icon
144
T-Mobile US
TMUS
$234B
$3.22M 0.13%
13,444
+419
SHEL icon
145
Shell
SHEL
$211B
$3.18M 0.13%
44,420
+1,363
TT icon
146
Trane Technologies
TT
$93.5B
$3.11M 0.13%
7,367
+181
DE icon
147
Deere & Co
DE
$126B
$3.1M 0.13%
6,769
+9
BSX icon
148
Boston Scientific
BSX
$151B
$3.07M 0.13%
31,425
+918
RELX icon
149
RELX
RELX
$73.1B
$3.05M 0.12%
63,897
-811
AZO icon
150
AutoZone
AZO
$65.8B
$3.04M 0.12%
708
+13
4 5
6
7 8