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
WIT icon
126
Wipro
WIT
$23.3B
$3.38M 0.15%
+1,120,415
DHR icon
127
Danaher
DHR
$149B
$3.33M 0.15%
+16,866
KLAC icon
128
KLA
KLAC
$200B
$3.33M 0.15%
+3,716
QQQ icon
129
Invesco QQQ Trust
QQQ
$398B
$3.3M 0.15%
+5,979
HON icon
130
Honeywell
HON
$155B
$3.3M 0.15%
+14,152
BSX icon
131
Boston Scientific
BSX
$114B
$3.28M 0.15%
+30,507
TMO icon
132
Thermo Fisher Scientific
TMO
$196B
$3.26M 0.15%
+8,048
SAN icon
133
Banco Santander
SAN
$181B
$3.24M 0.14%
+390,902
RACE icon
134
Ferrari
RACE
$67.2B
$3.23M 0.14%
+6,587
XYL icon
135
Xylem
XYL
$31.6B
$3.23M 0.14%
+24,935
GPN icon
136
Global Payments
GPN
$21.4B
$3.22M 0.14%
+40,178
SBUX icon
137
Starbucks
SBUX
$112B
$3.21M 0.14%
+35,004
PLTR icon
138
Palantir
PLTR
$328B
$3.2M 0.14%
+23,484
C icon
139
Citigroup
C
$193B
$3.2M 0.14%
+37,602
TT icon
140
Trane Technologies
TT
$102B
$3.14M 0.14%
+7,186
TMUS icon
141
T-Mobile US
TMUS
$239B
$3.1M 0.14%
+13,025
WF icon
142
Woori Financial
WF
$18.3B
$3.09M 0.14%
+62,221
CRH icon
143
CRH
CRH
$80.4B
$3.07M 0.14%
+33,393
BLK icon
144
Blackrock
BLK
$165B
$3.05M 0.14%
+2,910
SHEL icon
145
Shell
SHEL
$235B
$3.03M 0.14%
+43,057
PINS icon
146
Pinterest
PINS
$11.4B
$3.03M 0.13%
+84,399
SHW icon
147
Sherwin-Williams
SHW
$89.8B
$2.99M 0.13%
+8,717
IJH icon
148
iShares Core S&P Mid-Cap ETF
IJH
$112B
$2.97M 0.13%
+47,955
ENB icon
149
Enbridge
ENB
$116B
$2.97M 0.13%
+65,588
HLT icon
150
Hilton Worldwide
HLT
$71.5B
$2.96M 0.13%
+11,124