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 | |
|---|---|---|---|---|---|---|
126
Wipro
WIT
$28.9B
| $3.38M | 0.15% |
+1,120,415
| New | +$3.38M |
|
127
Danaher
DHR
$147B
| $3.33M | 0.15% |
+16,866
| New | +$3.33M |
|
128
KLA
KLAC
$115B
| $3.33M | 0.15% |
+3,716
| New | +$3.33M |
|
129
Invesco QQQ Trust
QQQ
$364B
| $3.3M | 0.15% |
+5,979
| New | +$3.3M |
|
130
Honeywell
HON
$139B
| $3.3M | 0.15% |
+14,152
| New | +$3.3M |
|
131
Boston Scientific
BSX
$156B
| $3.28M | 0.15% |
+30,507
| New | +$3.28M |
|
132
Thermo Fisher Scientific
TMO
$186B
| $3.26M | 0.15% |
+8,048
| New | +$3.26M |
|
133
Banco Santander
SAN
$141B
| $3.24M | 0.14% |
+390,902
| New | +$3.24M |
|
134
Ferrari
RACE
$85B
| $3.23M | 0.14% |
+6,587
| New | +$3.23M |
|
135
Xylem
XYL
$34.5B
| $3.23M | 0.14% |
+24,935
| New | +$3.23M |
|
136
Global Payments
GPN
$21.5B
| $3.22M | 0.14% |
+40,178
| New | +$3.22M |
|
137
Starbucks
SBUX
$100B
| $3.21M | 0.14% |
+35,004
| New | +$3.21M |
|
138
Palantir
PLTR
$372B
| $3.2M | 0.14% |
+23,484
| New | +$3.2M |
|
139
Citigroup
C
$178B
| $3.2M | 0.14% |
+37,602
| New | +$3.2M |
|
140
Trane Technologies
TT
$92.5B
| $3.14M | 0.14% |
+7,186
| New | +$3.14M |
|
141
T-Mobile US
TMUS
$284B
| $3.1M | 0.14% |
+13,025
| New | +$3.1M |
|
142
Woori Financial
WF
$13.2B
| $3.09M | 0.14% |
+62,221
| New | +$3.09M |
|
143
CRH
CRH
$75.9B
| $3.07M | 0.14% |
+33,393
| New | +$3.07M |
|
144
Blackrock
BLK
$175B
| $3.05M | 0.14% |
+2,910
| New | +$3.05M |
|
145
Shell
SHEL
$215B
| $3.03M | 0.13% |
+43,057
| New | +$3.03M |
|
146
Pinterest
PINS
$24.9B
| $3.03M | 0.13% |
+84,399
| New | +$3.03M |
|
147
Sherwin-Williams
SHW
$91.2B
| $2.99M | 0.13% |
+8,717
| New | +$2.99M |
|
148
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $2.97M | 0.13% |
+47,955
| New | +$2.97M |
|
149
Enbridge
ENB
$105B
| $2.97M | 0.13% |
+65,588
| New | +$2.97M |
|
150
Hilton Worldwide
HLT
$64.9B
| $2.96M | 0.13% |
+11,124
| New | +$2.96M |
|