LNWWM
Laird Norton Wetherby Wealth Management Portfolio holdings
AUM
$2.45B
1 Year Est. Return
–
AUM
$2.45B
AUM Growth
+$203M
(+9%)
Holding
971
Top Buys
| 1 | +$6.75M | |
| 2 | +$3.87M | |
| 3 | +$1.95M | |
| 4 |
NVIDIA
NVDA
|
+$1.48M |
| 5 |
Broadcom
AVGO
|
+$1.43M |
Top Sells
| 1 | +$4.01M | |
| 2 | +$2.08M | |
| 3 | +$1.26M | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.07M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$1M |
Sector Composition
| 1 | Technology | 30% |
| 2 | Financials | 11.25% |
| 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 | |
|---|---|---|---|---|---|---|
201
Mitsubishi UFJ Financial
MUFG
$180B
| $2.34M | 0.1% |
146,771
-2,990
|
|
||
202
Shinhan Financial Group
SHG
$26B
| $2.34M | 0.1% |
46,440
-629
|
|
||
203
W.W. Grainger
GWW
$45.1B
| $2.31M | 0.09% |
2,427
-69
|
|
||
204
HDFC Bank
HDB
$189B
| $2.28M | 0.09% |
66,852
-6,144
|
|
||
205
Coca-Cola Europacific Partners
CCEP
$41.2B
| $2.28M | 0.09% |
25,250
+67
|
|
||
206
General Motors
GM
$68.6B
| $2.27M | 0.09% |
37,206
+1,634
|
|
||
207
Brookfield
BN
$105B
| $2.26M | 0.09% |
49,541
+552
|
|
||
208
First Solar
FSLR
$29.3B
| $2.26M | 0.09% |
10,250
-65
|
|
||
209
Lockheed Martin
LMT
$106B
| $2.21M | 0.09% |
4,427
-397
|
|
||
210
HCA Healthcare
HCA
$116B
| $2.18M | 0.09% |
5,110
+70
|
|
||
211
American Water Works
AWK
$25.4B
| $2.15M | 0.09% |
15,476
+394
|
|
||
212
Vertex Pharmaceuticals
VRTX
$110B
| $2.14M | 0.09% |
5,470
-202
|
|
||
213
Kroger
KR
$44.6B
| $2.13M | 0.09% |
31,531
-622
|
|
||
214
Intel
INTC
$193B
| $2.13M | 0.09% |
63,345
-14,915
|
|
||
215
Workday
WDAY
$56.7B
| $2.12M | 0.09% |
8,821
-183
|
|
||
216
Altria Group
MO
$99.1B
| $2.12M | 0.09% |
32,026
+647
|
|
||
217
Boeing
BA
$144B
| $2.11M | 0.09% |
9,761
+1,468
|
|
||
218
Autodesk
ADSK
$64.3B
| $2.1M | 0.09% |
6,611
+162
|
|
||
219
ASE Group
ASX
$32.6B
| $2.09M | 0.09% |
188,734
+7,612
|
|
||
220
iShares Core S&P Small-Cap ETF
IJR
$88.2B
| $2.08M | 0.08% |
17,472
-3,277
|
|
||
221
Mondelez International
MDLZ
$74.3B
| $2.07M | 0.08% |
33,106
-3,056
|
|
||
222
Sonoco
SON
$4.16B
| $2.06M | 0.08% |
47,815
-13
|
|
||
223
Vanguard Large-Cap ETF
VV
$47.4B
| $2.04M | 0.08% |
6,642
+27
|
|
||
224
Marsh & McLennan
MMC
$89.9B
| $2.04M | 0.08% |
10,138
-7
|
|
||
225
Paychex
PAYX
$40.2B
| $2.04M | 0.08% |
16,102
-629
|
|