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
301
$1.29M 0.06%
22,139
-278
302
$1.28M 0.06%
8,210
-7
303
$1.28M 0.06%
5,273
-64
304
$1.28M 0.06%
5,000
-303
305
$1.28M 0.06%
12,709
+43
306
$1.28M 0.06%
9,075
+15
307
$1.27M 0.06%
+27,827
308
$1.27M 0.06%
10,479
-458
309
$1.26M 0.06%
7,522
-9
310
$1.26M 0.06%
5,492
-466
311
$1.25M 0.06%
113,831
+107
312
$1.23M 0.06%
2,201
-23
313
$1.22M 0.06%
28,072
-4,367
314
$1.22M 0.06%
14,223
-234
315
$1.22M 0.06%
8,386
-45
316
$1.22M 0.06%
11,606
+265
317
$1.22M 0.06%
60,871
+4,448
318
$1.22M 0.06%
13,996
319
$1.21M 0.06%
2,117
-436
320
$1.21M 0.06%
20,001
-1,255
321
$1.21M 0.06%
11,421
+7
322
$1.2M 0.06%
198,866
-8,584
323
$1.2M 0.06%
31,134
-66
324
$1.2M 0.06%
20,687
-53
325
$1.19M 0.06%
6,021
-190
11 12
13
14 15