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
$2.25B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1 +$132M
2 +$102M
3 +$89.1M
4
NVDA icon
NVIDIA
NVDA
+$87.4M
5
AMZN icon
Amazon
AMZN
+$63.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 28.7%
2 Financials 11.47%
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
$151B
$2.23M 0.1%
+4,824
MRSH
202
Marsh
MRSH
$90.4B
$2.22M 0.1%
+10,145
CL icon
203
Colgate-Palmolive
CL
$79.5B
$2.18M 0.1%
+24,012
BABA icon
204
Alibaba
BABA
$344B
$2.18M 0.1%
+19,198
CDNS icon
205
Cadence Design Systems
CDNS
$82.2B
$2.17M 0.1%
+7,038
RWM icon
206
ProShares Short Russell2000
RWM
$128M
$2.16M 0.1%
+115,000
WDAY icon
207
Workday
WDAY
$35.2B
$2.16M 0.1%
+9,004
ELV icon
208
Elevance Health
ELV
$70.6B
$2.14M 0.1%
+5,505
AON icon
209
Aon
AON
$71.9B
$2.13M 0.1%
+5,984
SHG icon
210
Shinhan Financial Group
SHG
$31.7B
$2.13M 0.09%
+47,069
EQIX icon
211
Equinix
EQIX
$95.7B
$2.11M 0.09%
+2,654
CSX icon
212
CSX Corp
CSX
$79.4B
$2.11M 0.09%
+64,603
PFE icon
213
Pfizer
PFE
$157B
$2.11M 0.09%
+86,941
AWK icon
214
American Water Works
AWK
$26.6B
$2.1M 0.09%
+15,082
AMP icon
215
Ameriprise Financial
AMP
$42.9B
$2.09M 0.09%
+3,919
SON icon
216
Sonoco
SON
$5.57B
$2.08M 0.09%
+47,828
LYFT icon
217
Lyft
LYFT
$5.51B
$2.08M 0.09%
+132,142
WPM icon
218
Wheaton Precious Metals
WPM
$74.3B
$2.07M 0.09%
+23,066
RSG icon
219
Republic Services
RSG
$70.7B
$2.06M 0.09%
+8,358
ICE icon
220
Intercontinental Exchange
ICE
$93.2B
$2.06M 0.09%
+11,201
MUFG icon
221
Mitsubishi UFJ Financial
MUFG
$211B
$2.05M 0.09%
+149,761
BNS icon
222
Scotiabank
BNS
$93.7B
$2.05M 0.09%
+37,081
BN icon
223
Brookfield
BN
$98.4B
$2.02M 0.09%
+48,989
EBAY icon
224
eBay
EBAY
$40.7B
$2.01M 0.09%
+26,964
ADSK icon
225
Autodesk
ADSK
$52.1B
$2M 0.09%
+6,449