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
HLT icon
151
Hilton Worldwide
HLT
$66.3B
$3.01M 0.12%
11,587
+463
SHW icon
152
Sherwin-Williams
SHW
$85.2B
$2.98M 0.12%
8,594
-123
UBER icon
153
Uber
UBER
$182B
$2.97M 0.12%
30,321
+2,982
PNC icon
154
PNC Financial Services
PNC
$74.8B
$2.94M 0.12%
14,654
+315
CMI icon
155
Cummins
CMI
$68.7B
$2.93M 0.12%
6,934
-48
RACE icon
156
Ferrari
RACE
$69.5B
$2.92M 0.12%
6,022
-565
DFUV icon
157
Dimensional US Marketwide Value ETF
DFUV
$12.6B
$2.92M 0.12%
65,323
MPC icon
158
Marathon Petroleum
MPC
$58.2B
$2.9M 0.12%
15,040
+445
PLD icon
159
Prologis
PLD
$119B
$2.89M 0.12%
25,199
-44
TRI icon
160
Thomson Reuters
TRI
$60.2B
$2.88M 0.12%
18,520
ISRG icon
161
Intuitive Surgical
ISRG
$203B
$2.87M 0.12%
6,423
+82
SBUX icon
162
Starbucks
SBUX
$99.1B
$2.86M 0.12%
33,861
-1,143
SCHB icon
163
Schwab US Broad Market ETF
SCHB
$38.3B
$2.84M 0.12%
110,506
+1,262
ITW icon
164
Illinois Tool Works
ITW
$72.3B
$2.84M 0.12%
10,886
+209
AVEM icon
165
Avantis Emerging Markets Equity ETF
AVEM
$14.6B
$2.83M 0.12%
37,695
ACGL icon
166
Arch Capital
ACGL
$34.1B
$2.82M 0.11%
31,028
-160
GLD icon
167
SPDR Gold Trust
GLD
$141B
$2.81M 0.11%
7,909
+1,473
WIT icon
168
Wipro
WIT
$28.5B
$2.81M 0.11%
1,066,849
-53,566
PINS icon
169
Pinterest
PINS
$17.6B
$2.79M 0.11%
86,613
+2,214
AVUV icon
170
Avantis US Small Cap Value ETF
AVUV
$19.5B
$2.78M 0.11%
27,933
+87
IEFA icon
171
iShares Core MSCI EAFE ETF
IEFA
$160B
$2.77M 0.11%
31,761
+482
UL icon
172
Unilever
UL
$149B
$2.75M 0.11%
46,371
-1,977
APP icon
173
Applovin
APP
$203B
$2.75M 0.11%
3,823
+453
HON icon
174
Honeywell
HON
$122B
$2.74M 0.11%
13,036
-1,116
STT icon
175
State Street
STT
$33.2B
$2.73M 0.11%
23,506
+290
5 6
7
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