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 | |
|---|---|---|---|---|---|---|
151
Unilever
UL
$155B
| $2.96M | 0.13% |
+48,348
| New | +$2.96M |
|
152
iShares Russell 2000 ETF
IWM
$67B
| $2.93M | 0.13% |
+13,601
| New | +$2.93M |
|
153
Micron Technology
MU
$133B
| $2.92M | 0.13% |
+23,701
| New | +$2.92M |
|
154
Dr. Reddy's Laboratories
RDY
$11.8B
| $2.91M | 0.13% |
+193,804
| New | +$2.91M |
|
155
Amphenol
APH
$133B
| $2.91M | 0.13% |
+29,488
| New | +$2.91M |
|
156
Arch Capital
ACGL
$34.2B
| $2.84M | 0.13% |
+31,188
| New | +$2.84M |
|
157
Shopify
SHOP
$184B
| $2.81M | 0.13% |
+24,356
| New | +$2.81M |
|
158
HDFC Bank
HDB
$182B
| $2.8M | 0.12% |
+36,498
| New | +$2.8M |
|
159
American Tower
AMT
$95.5B
| $2.78M | 0.12% |
+12,589
| New | +$2.78M |
|
160
Dimensional US Marketwide Value ETF
DFUV
$12.2B
| $2.76M | 0.12% |
+65,323
| New | +$2.76M |
|
161
GE Vernova
GEV
$167B
| $2.75M | 0.12% |
+5,202
| New | +$2.75M |
|
162
Marriott International Class A Common Stock
MAR
$72.7B
| $2.73M | 0.12% |
+9,987
| New | +$2.73M |
|
163
iShares MSCI Emerging Markets ETF
EEM
$19B
| $2.69M | 0.12% |
+55,720
| New | +$2.69M |
|
164
Waste Management
WM
$91.2B
| $2.68M | 0.12% |
+11,711
| New | +$2.68M |
|
165
PNC Financial Services
PNC
$81.7B
| $2.67M | 0.12% |
+14,339
| New | +$2.67M |
|
166
Prologis
PLD
$106B
| $2.65M | 0.12% |
+25,243
| New | +$2.65M |
|
167
Illinois Tool Works
ITW
$77.1B
| $2.64M | 0.12% |
+10,677
| New | +$2.64M |
|
168
Lam Research
LRCX
$127B
| $2.64M | 0.12% |
+27,081
| New | +$2.64M |
|
169
iShares Core MSCI EAFE ETF
IEFA
$150B
| $2.61M | 0.12% |
+31,279
| New | +$2.61M |
|
170
Schwab US Broad Market ETF
SCHB
$36.2B
| $2.6M | 0.12% |
+109,244
| New | +$2.6M |
|
171
W.W. Grainger
GWW
$48.5B
| $2.6M | 0.12% |
+2,496
| New | +$2.6M |
|
172
Fiserv
FI
$75.1B
| $2.6M | 0.12% |
+15,054
| New | +$2.6M |
|
173
Avantis Emerging Markets Equity ETF
AVEM
$12B
| $2.58M | 0.12% |
+37,695
| New | +$2.58M |
|
174
AutoZone
AZO
$70.2B
| $2.58M | 0.11% |
+695
| New | +$2.58M |
|
175
Uber
UBER
$196B
| $2.55M | 0.11% |
+27,339
| New | +$2.55M |
|