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
251
$1.72M 0.08%
9,967
-106
252
$1.72M 0.08%
19,710
+1,442
253
$1.7M 0.08%
39,385
+32
254
$1.67M 0.08%
3,818
+10
255
$1.67M 0.08%
36,502
+211
256
$1.67M 0.08%
344,673
+13,815
257
$1.67M 0.08%
5,748
-94
258
$1.66M 0.08%
58,696
+1,272
259
$1.64M 0.08%
41,836
-37
260
$1.64M 0.08%
15,695
-250
261
$1.6M 0.08%
23,885
+1,614
262
$1.59M 0.08%
9,529
-137
263
$1.57M 0.07%
12,770
-374
264
$1.56M 0.07%
6,456
-1,059
265
$1.54M 0.07%
5,930
+38
266
$1.53M 0.07%
4,572
-245
267
$1.52M 0.07%
13,053
-167
268
$1.52M 0.07%
6,327
269
$1.52M 0.07%
12,240
-37
270
$1.52M 0.07%
13,760
+928
271
$1.51M 0.07%
11,009
-118
272
$1.5M 0.07%
31,847
+310
273
$1.48M 0.07%
12,147
-2,154
274
$1.47M 0.07%
+5,950
275
$1.46M 0.07%
8,676
-82
9 10
11
12 13