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
276
$1.46M 0.07%
10,491
-62
277
$1.45M 0.07%
9,764
-6
278
$1.45M 0.07%
20,678
-1,835
279
$1.43M 0.07%
27,042
-16
280
$1.41M 0.07%
19,548
-4,083
281
$1.41M 0.07%
12,630
-230
282
$1.41M 0.07%
4,067
-691
283
$1.41M 0.07%
22,609
284
$1.41M 0.07%
9,756
+362
285
$1.4M 0.07%
19,521
+722
286
$1.39M 0.07%
21,850
-3,150
287
$1.37M 0.07%
7,034
+65
288
$1.37M 0.07%
25,051
-853
289
$1.37M 0.07%
33,774
+201
290
$1.36M 0.06%
19,677
+4
291
$1.34M 0.06%
12,955
-637
292
$1.33M 0.06%
47,538
-848
293
$1.33M 0.06%
6,161
-260
294
$1.32M 0.06%
8,043
-538
295
$1.32M 0.06%
8,090
+3
296
$1.32M 0.06%
1,825
+2
297
$1.31M 0.06%
7,147
-161
298
$1.31M 0.06%
3,298
-53
299
$1.3M 0.06%
34,605
+1,422
300
$1.3M 0.06%
25,460
10 11
12
13 14