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
LMT icon
201
Lockheed Martin
LMT
$108B
$2.23M 0.1%
+4,824
MMC icon
202
Marsh & McLennan
MMC
$89.6B
$2.22M 0.1%
+10,145
CL icon
203
Colgate-Palmolive
CL
$62.9B
$2.18M 0.1%
+24,012
BABA icon
204
Alibaba
BABA
$367B
$2.18M 0.1%
+19,198
CDNS icon
205
Cadence Design Systems
CDNS
$85.7B
$2.17M 0.1%
+7,038
RWM icon
206
ProShares Short Russell2000
RWM
$167M
$2.16M 0.1%
+115,000
WDAY icon
207
Workday
WDAY
$61.6B
$2.16M 0.1%
+9,004
ELV icon
208
Elevance Health
ELV
$72.4B
$2.14M 0.1%
+5,505
AON icon
209
Aon
AON
$75.3B
$2.13M 0.1%
+5,984
SHG icon
210
Shinhan Financial Group
SHG
$26.7B
$2.13M 0.09%
+47,069
EQIX icon
211
Equinix
EQIX
$77.1B
$2.11M 0.09%
+2,654
CSX icon
212
CSX Corp
CSX
$65B
$2.11M 0.09%
+64,603
PFE icon
213
Pfizer
PFE
$142B
$2.11M 0.09%
+86,941
AWK icon
214
American Water Works
AWK
$25.7B
$2.1M 0.09%
+15,082
AMP icon
215
Ameriprise Financial
AMP
$42.6B
$2.09M 0.09%
+3,919
SON icon
216
Sonoco
SON
$4.04B
$2.08M 0.09%
+47,828
LYFT icon
217
Lyft
LYFT
$9.24B
$2.08M 0.09%
+132,142
WPM icon
218
Wheaton Precious Metals
WPM
$47.3B
$2.07M 0.09%
+23,066
RSG icon
219
Republic Services
RSG
$64.9B
$2.06M 0.09%
+8,358
ICE icon
220
Intercontinental Exchange
ICE
$86.7B
$2.06M 0.09%
+11,201
MUFG icon
221
Mitsubishi UFJ Financial
MUFG
$180B
$2.05M 0.09%
+149,761
BNS icon
222
Scotiabank
BNS
$83.8B
$2.05M 0.09%
+37,081
BN icon
223
Brookfield
BN
$98.8B
$2.02M 0.09%
+48,989
EBAY icon
224
eBay
EBAY
$37.9B
$2.01M 0.09%
+26,964
ADSK icon
225
Autodesk
ADSK
$63.8B
$2M 0.09%
+6,449