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
326
$1.19M 0.06%
35,611
-1,901
327
$1.19M 0.06%
18,223
-725
328
$1.18M 0.06%
9,250
+372
329
$1.17M 0.06%
7,284
-254
330
$1.17M 0.06%
19,470
+10
331
$1.16M 0.06%
10,262
+100
332
$1.16M 0.06%
30,488
-1,598
333
$1.15M 0.05%
82,998
-3,785
334
$1.15M 0.05%
9,818
-55
335
$1.14M 0.05%
4,024
-15
336
$1.13M 0.05%
8,143
+35
337
$1.13M 0.05%
7,202
-165
338
$1.13M 0.05%
22,300
-543
339
$1.11M 0.05%
11,577
+226
340
$1.11M 0.05%
12,471
-956
341
$1.09M 0.05%
18,366
+481
342
$1.08M 0.05%
5,235
343
$1.08M 0.05%
5,162
-244
344
$1.06M 0.05%
7,711
-519
345
$1.06M 0.05%
41,783
-36,600
346
$1.05M 0.05%
12,944
-118
347
$1.05M 0.05%
13,053
-60
348
$1.04M 0.05%
23,323
-334
349
$1.04M 0.05%
16,446
-60
350
$1.04M 0.05%
1,921
+4
12 13
14
15 16