LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.25B
This Quarter Return
+10.6%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.71B
AUM Growth
+$152M
Cap. Flow
+$30.7M
Cap. Flow %
1.8%
Top 10 Hldgs %
26.86%
Holding
943
New
56
Increased
451
Reduced
344
Closed
30

Top Buys

1
AMZN icon
Amazon
AMZN
$3.77M
2
BND icon
Vanguard Total Bond Market
BND
$3.58M
3
AAPL icon
Apple
AAPL
$2.45M
4
TSLA icon
Tesla
TSLA
$2.36M
5
UNH icon
UnitedHealth
UNH
$1.73M

Top Sells

1
JNJ icon
Johnson & Johnson
JNJ
$2.07M
2
TTM
Tata Motors Limited
TTM
$1.43M
3
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
$1.27M
4
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
$1.27M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
$1.07M

Sector Composition

1 Technology 25.77%
2 Healthcare 10.97%
3 Financials 8.81%
4 Consumer Discretionary 8.03%
5 Communication Services 6.17%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
KB icon
176
KB Financial Group
KB
$28.5B
$2.08M 0.12%
57,087
+2,833
+5% +$103K
CSX icon
177
CSX Corp
CSX
$60.6B
$2.06M 0.12%
68,900
-1,019
-1% -$30.5K
CHT icon
178
Chunghwa Telecom
CHT
$34.3B
$2.05M 0.12%
52,328
+6,404
+14% +$250K
MDT icon
179
Medtronic
MDT
$119B
$2.04M 0.12%
25,314
+7,728
+44% +$623K
RELX icon
180
RELX
RELX
$85.9B
$2.01M 0.12%
62,098
+4,525
+8% +$147K
ECL icon
181
Ecolab
ECL
$77.6B
$1.98M 0.12%
11,957
+835
+8% +$138K
GIS icon
182
General Mills
GIS
$27B
$1.98M 0.12%
23,139
+1,221
+6% +$104K
IJR icon
183
iShares Core S&P Small-Cap ETF
IJR
$86B
$1.97M 0.12%
20,347
-637
-3% -$61.6K
RDY icon
184
Dr. Reddy's Laboratories
RDY
$11.9B
$1.96M 0.11%
172,485
+35,575
+26% +$405K
CP icon
185
Canadian Pacific Kansas City
CP
$70.3B
$1.95M 0.11%
25,295
-3,207
-11% -$247K
MCO icon
186
Moody's
MCO
$89.5B
$1.94M 0.11%
6,324
+428
+7% +$131K
GM icon
187
General Motors
GM
$55.5B
$1.92M 0.11%
52,450
-2,125
-4% -$77.9K
SHV icon
188
iShares Short Treasury Bond ETF
SHV
$20.8B
$1.92M 0.11%
17,394
– –
SHG icon
189
Shinhan Financial Group
SHG
$22.7B
$1.92M 0.11%
71,287
+3,425
+5% +$92.3K
EQIX icon
190
Equinix
EQIX
$75.7B
$1.92M 0.11%
2,661
-71
-3% -$51.2K
ZTS icon
191
Zoetis
ZTS
$67.9B
$1.92M 0.11%
11,519
+920
+9% +$153K
AZO icon
192
AutoZone
AZO
$70.6B
$1.91M 0.11%
777
+140
+22% +$344K
FSLR icon
193
First Solar
FSLR
$22B
$1.9M 0.11%
8,747
+359
+4% +$78.1K
VUG icon
194
Vanguard Growth ETF
VUG
$186B
$1.9M 0.11%
7,626
+46
+0.6% +$11.5K
RIO icon
195
Rio Tinto
RIO
$104B
$1.9M 0.11%
27,711
+504
+2% +$34.6K
CNI icon
196
Canadian National Railway
CNI
$60.3B
$1.9M 0.11%
16,106
-331
-2% -$39K
CBRE icon
197
CBRE Group
CBRE
$48.9B
$1.9M 0.11%
26,052
+312
+1% +$22.7K
ENB icon
198
Enbridge
ENB
$105B
$1.9M 0.11%
49,715
+1,099
+2% +$41.9K
COP icon
199
ConocoPhillips
COP
$116B
$1.9M 0.11%
19,116
-266
-1% -$26.4K
VRTX icon
200
Vertex Pharmaceuticals
VRTX
$102B
$1.89M 0.11%
6,004
+213
+4% +$67.1K
6 7
8
9 10