LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
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
+$6.64M
2
+$3.48M
3
+$1.87M
4
NVDA icon
NVIDIA
NVDA
+$1.38M
5
AVGO icon
Broadcom
AVGO
+$1.33M

Top Sells

1
+$3.56M
2
+$1.58M
3
+$1.26M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.07M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$954K

Sector Composition

1 Technology 29.98%
2 Financials 11.26%
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
VXF icon
176
Vanguard Extended Market ETF
VXF
$27.7B
$2.71M 0.11%
12,944
NEE icon
177
NextEra Energy
NEE
$190B
$2.71M 0.11%
35,893
-478
RDY icon
178
Dr. Reddy's Laboratories
RDY
$10.9B
$2.69M 0.11%
192,336
-1,468
AFL icon
179
Aflac
AFL
$58.1B
$2.69M 0.11%
24,045
+780
WPM icon
180
Wheaton Precious Metals
WPM
$66.7B
$2.68M 0.11%
23,978
+912
TRV icon
181
Travelers Companies
TRV
$63.1B
$2.68M 0.11%
9,585
+119
PH icon
182
Parker-Hannifin
PH
$121B
$2.67M 0.11%
3,525
+109
MAR icon
183
Marriott International
MAR
$96.5B
$2.65M 0.11%
10,181
+194
NDAQ icon
184
Nasdaq
NDAQ
$50.1B
$2.65M 0.11%
29,920
+2,618
WM icon
185
Waste Management
WM
$90.8B
$2.62M 0.11%
11,859
+148
SMFG icon
186
Sumitomo Mitsui Financial
SMFG
$137B
$2.6M 0.11%
155,405
-2,104
VO icon
187
Vanguard Mid-Cap ETF
VO
$97.3B
$2.59M 0.11%
8,833
CDNS icon
188
Cadence Design Systems
CDNS
$84.7B
$2.57M 0.11%
7,330
+292
IJH icon
189
iShares Core S&P Mid-Cap ETF
IJH
$113B
$2.57M 0.11%
39,381
-8,574
DELL icon
190
Dell
DELL
$123B
$2.56M 0.1%
18,075
-1,376
ESGD icon
191
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.4B
$2.52M 0.1%
27,135
+15
BNS icon
192
Scotiabank
BNS
$92.3B
$2.51M 0.1%
38,758
+1,677
CB icon
193
Chubb
CB
$127B
$2.5M 0.1%
8,863
+706
EBAY icon
194
eBay
EBAY
$45.6B
$2.5M 0.1%
27,473
+509
PFE icon
195
Pfizer
PFE
$155B
$2.49M 0.1%
97,858
+10,917
UMC icon
196
United Microelectronic
UMC
$26.9B
$2.43M 0.1%
320,156
-6,648
SDY icon
197
State Street SPDR S&P Dividend ETF
SDY
$20.9B
$2.42M 0.1%
17,275
-976
CSX icon
198
CSX Corp
CSX
$79.2B
$2.42M 0.1%
68,052
+3,449
AMT icon
199
American Tower
AMT
$82.9B
$2.4M 0.1%
12,468
-121
ORLY icon
200
O'Reilly Automotive
ORLY
$78B
$2.34M 0.1%
21,735
+184
6 7
8
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