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
$2.25B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1 +$134M
2 +$117M
3 +$110M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$96.3M
5
AMZN icon
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 Change
in Stake
Capital Flow
UL icon
151
Unilever
UL
$145B
$2.96M 0.13%
+48,348
IWM icon
152
iShares Russell 2000 ETF
IWM
$68.2B
$2.93M 0.13%
+13,601
MU icon
153
Micron Technology
MU
$277B
$2.92M 0.13%
+23,701
RDY icon
154
Dr. Reddy's Laboratories
RDY
$11.6B
$2.91M 0.13%
+193,804
APH icon
155
Amphenol
APH
$164B
$2.91M 0.13%
+29,488
ACGL icon
156
Arch Capital
ACGL
$33.6B
$2.84M 0.13%
+31,188
SHOP icon
157
Shopify
SHOP
$190B
$2.81M 0.13%
+24,356
HDB icon
158
HDFC Bank
HDB
$187B
$2.8M 0.12%
+72,996
AMT icon
159
American Tower
AMT
$85.9B
$2.78M 0.12%
+12,589
DFUV icon
160
Dimensional US Marketwide Value ETF
DFUV
$12.4B
$2.76M 0.12%
+65,323
GEV icon
161
GE Vernova
GEV
$157B
$2.75M 0.12%
+5,202
MAR icon
162
Marriott International
MAR
$76.7B
$2.73M 0.12%
+9,987
EEM icon
163
iShares MSCI Emerging Markets ETF
EEM
$20.9B
$2.69M 0.12%
+55,720
WM icon
164
Waste Management
WM
$84.3B
$2.68M 0.12%
+11,711
PNC icon
165
PNC Financial Services
PNC
$72.2B
$2.67M 0.12%
+14,339
PLD icon
166
Prologis
PLD
$114B
$2.65M 0.12%
+25,243
ITW icon
167
Illinois Tool Works
ITW
$70.8B
$2.64M 0.12%
+10,677
LRCX icon
168
Lam Research
LRCX
$186B
$2.64M 0.12%
+27,081
IEFA icon
169
iShares Core MSCI EAFE ETF
IEFA
$158B
$2.61M 0.12%
+31,279
SCHB icon
170
Schwab US Broad Market ETF
SCHB
$37.4B
$2.6M 0.12%
+109,244
GWW icon
171
W.W. Grainger
GWW
$44B
$2.6M 0.12%
+2,496
FISV
172
Fiserv Inc
FISV
$34.1B
$2.6M 0.12%
+15,054
AVEM icon
173
Avantis Emerging Markets Equity ETF
AVEM
$13.8B
$2.58M 0.12%
+37,695
AZO icon
174
AutoZone
AZO
$64.2B
$2.58M 0.11%
+695
UBER icon
175
Uber
UBER
$190B
$2.55M 0.11%
+27,339