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
$2.09B
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
973
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$3.9M
3
+$2.6M
4
BDX icon
Becton Dickinson
BDX
+$1.47M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$1.27M

Top Sells

1
+$2.22M
2
+$1.63M
3
+$1.1M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$924K
5
CNXC icon
Concentrix
CNXC
+$718K

Sector Composition

1 Technology 26.93%
2 Healthcare 9.97%
3 Financials 9.85%
4 Consumer Discretionary 8.7%
5 Communication Services 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.99M 0.09%
12,037
+792
227
$1.98M 0.09%
25,265
-312
228
$1.96M 0.09%
25,322
-2,791
229
$1.96M 0.09%
33,904
-454
230
$1.96M 0.09%
34,224
+2,298
231
$1.95M 0.09%
28,420
+297
232
$1.92M 0.09%
68,732
+42,508
233
$1.92M 0.09%
6,400
-1,376
234
$1.92M 0.09%
12,540
+3,243
235
$1.89M 0.09%
19,355
-43
236
$1.88M 0.09%
7,359
+3
237
$1.85M 0.09%
12,583
-76
238
$1.84M 0.09%
37,885
-1,131
239
$1.83M 0.09%
5,480
-12
240
$1.82M 0.09%
3,807
-147
241
$1.8M 0.09%
28,501
-1,500
242
$1.79M 0.09%
25,980
-330
243
$1.78M 0.08%
108,081
-1,304
244
$1.78M 0.08%
10,499
-107
245
$1.78M 0.08%
13,519
-2
246
$1.78M 0.08%
30,550
-1,850
247
$1.75M 0.08%
23,295
-255
248
$1.74M 0.08%
170,012
+1,611
249
$1.74M 0.08%
27,282
-65
250
$1.73M 0.08%
9,032
-38
8 9
10
11 12