LNWWM
Laird Norton Wetherby Wealth Management Portfolio holdings
AUM
$2.25B
This Quarter Return
+13.22%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$2.25B
AUM Growth
–
Cap. Flow
+$2.25B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
32.27%
Holding
929
New
929
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$134M |
| 2 |
Microsoft
MSFT
|
$117M |
| 3 |
NVIDIA
NVDA
|
$110M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$96.3M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Lockheed Martin
LMT
$106B
| $2.23M | 0.1% |
+4,824
| New | +$2.23M |
|
202
Marsh & McLennan
MMC
$101B
| $2.22M | 0.1% |
+10,145
| New | +$2.22M |
|
203
Colgate-Palmolive
CL
$68.3B
| $2.18M | 0.1% |
+24,012
| New | +$2.18M |
|
204
Alibaba
BABA
$327B
| $2.18M | 0.1% |
+19,198
| New | +$2.18M |
|
205
Cadence Design Systems
CDNS
$93.4B
| $2.17M | 0.1% |
+7,038
| New | +$2.17M |
|
206
ProShares Short Russell2000
RWM
$126M
| $2.16M | 0.1% |
+115,000
| New | +$2.16M |
|
207
Workday
WDAY
$60.9B
| $2.16M | 0.1% |
+9,004
| New | +$2.16M |
|
208
Elevance Health
ELV
$73.2B
| $2.14M | 0.1% |
+5,505
| New | +$2.14M |
|
209
Aon
AON
$79.5B
| $2.13M | 0.1% |
+5,984
| New | +$2.13M |
|
210
Shinhan Financial Group
SHG
$22.6B
| $2.13M | 0.09% |
+47,069
| New | +$2.13M |
|
211
Equinix
EQIX
$75.5B
| $2.11M | 0.09% |
+2,654
| New | +$2.11M |
|
212
CSX Corp
CSX
$59.8B
| $2.11M | 0.09% |
+64,603
| New | +$2.11M |
|
213
Pfizer
PFE
$141B
| $2.11M | 0.09% |
+86,941
| New | +$2.11M |
|
214
American Water Works
AWK
$27.7B
| $2.1M | 0.09% |
+15,082
| New | +$2.1M |
|
215
Ameriprise Financial
AMP
$47.9B
| $2.09M | 0.09% |
+3,919
| New | +$2.09M |
|
216
Sonoco
SON
$4.59B
| $2.08M | 0.09% |
+47,828
| New | +$2.08M |
|
217
Lyft
LYFT
$6.7B
| $2.08M | 0.09% |
+132,142
| New | +$2.08M |
|
218
Wheaton Precious Metals
WPM
$46B
| $2.07M | 0.09% |
+23,066
| New | +$2.07M |
|
219
Republic Services
RSG
$72.5B
| $2.06M | 0.09% |
+8,358
| New | +$2.06M |
|
220
Intercontinental Exchange
ICE
$99.7B
| $2.06M | 0.09% |
+11,201
| New | +$2.06M |
|
221
Mitsubishi UFJ Financial
MUFG
$173B
| $2.05M | 0.09% |
+149,761
| New | +$2.05M |
|
222
Scotiabank
BNS
$77.1B
| $2.05M | 0.09% |
+37,081
| New | +$2.05M |
|
223
Brookfield
BN
$97.8B
| $2.02M | 0.09% |
+32,659
| New | +$2.02M |
|
224
eBay
EBAY
$41.1B
| $2.01M | 0.09% |
+26,964
| New | +$2.01M |
|
225
Autodesk
ADSK
$67.3B
| $2M | 0.09% |
+6,449
| New | +$2M |
|