LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.25B
This Quarter Return
+8.57%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.63B
AUM Growth
+$318M
Cap. Flow
+$217M
Cap. Flow %
13.29%
Top 10 Hldgs %
28.28%
Holding
923
New
143
Increased
538
Reduced
195
Closed
17

Top Buys

1
PEN icon
Penumbra
PEN
$22.3M
2
AAPL icon
Apple
AAPL
$18.7M
3
SPY icon
SPDR S&P 500 ETF Trust
SPY
$15M
4
AMZN icon
Amazon
AMZN
$13.7M
5
MDLA
Medallia, Inc.
MDLA
$6.24M

Top Sells

1
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
$9.08M
2
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
$3.68M
3
LBRDK icon
Liberty Broadband Class C
LBRDK
$2.28M
4
LSXMA
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
$1.74M
5
EXPE icon
Expedia Group
EXPE
$1.26M

Sector Composition

1 Technology 20.97%
2 Financials 12%
3 Healthcare 11.1%
4 Communication Services 8.97%
5 Consumer Discretionary 8.81%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
ECL icon
151
Ecolab
ECL
$77.6B
$2.06M 0.13%
9,998
+344
+4% +$70.8K
EWJ icon
152
iShares MSCI Japan ETF
EWJ
$15.5B
$2.04M 0.12%
+30,225
New +$2.04M
FMC icon
153
FMC
FMC
$4.72B
$2.04M 0.12%
18,849
+5,749
+44% +$622K
IJR icon
154
iShares Core S&P Small-Cap ETF
IJR
$86B
$2.03M 0.12%
17,966
+2,795
+18% +$316K
LIN icon
155
Linde
LIN
$220B
$2.02M 0.12%
6,971
+202
+3% +$58.4K
STT icon
156
State Street
STT
$32B
$2.01M 0.12%
24,397
+4,328
+22% +$356K
APD icon
157
Air Products & Chemicals
APD
$64.5B
$2M 0.12%
6,954
+1,735
+33% +$499K
HUM icon
158
Humana
HUM
$37B
$1.99M 0.12%
4,505
-149
-3% -$66K
SKM icon
159
SK Telecom
SKM
$8.38B
$1.99M 0.12%
38,395
+218
+0.6% +$11.3K
SNY icon
160
Sanofi
SNY
$113B
$1.99M 0.12%
37,714
-1,581
-4% -$83.3K
CBRE icon
161
CBRE Group
CBRE
$48.9B
$1.98M 0.12%
23,110
+5,258
+29% +$451K
SUSA icon
162
iShares ESG Optimized MSCI USA ETF
SUSA
$3.59B
$1.96M 0.12%
+20,546
New +$1.96M
NOW icon
163
ServiceNow
NOW
$190B
$1.96M 0.12%
3,564
+195
+6% +$107K
CSX icon
164
CSX Corp
CSX
$60.6B
$1.96M 0.12%
60,963
-468
-0.8% -$15K
ETN icon
165
Eaton
ETN
$136B
$1.92M 0.12%
12,927
+833
+7% +$123K
RIO icon
166
Rio Tinto
RIO
$104B
$1.91M 0.12%
22,781
+630
+3% +$52.8K
ITW icon
167
Illinois Tool Works
ITW
$77.6B
$1.89M 0.12%
8,463
+119
+1% +$26.6K
CMI icon
168
Cummins
CMI
$55.1B
$1.87M 0.11%
7,667
-66
-0.9% -$16.1K
LMT icon
169
Lockheed Martin
LMT
$108B
$1.85M 0.11%
4,889
-28
-0.6% -$10.6K
RELX icon
170
RELX
RELX
$85.9B
$1.84M 0.11%
69,027
+10,617
+18% +$283K
MDLZ icon
171
Mondelez International
MDLZ
$79.9B
$1.81M 0.11%
28,972
+2,147
+8% +$134K
NEM icon
172
Newmont
NEM
$83.7B
$1.8M 0.11%
28,469
-315
-1% -$20K
III icon
173
Information Services Group
III
$253M
$1.8M 0.11%
307,730
+20,286
+7% +$119K
ZTS icon
174
Zoetis
ZTS
$67.9B
$1.78M 0.11%
9,523
+642
+7% +$120K
LRCX icon
175
Lam Research
LRCX
$130B
$1.77M 0.11%
27,200
+2,020
+8% +$131K
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