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
351
$1.03M 0.05%
6,216
+16
352
$1.03M 0.05%
46,865
+65
353
$1.03M 0.05%
3,557
+3
354
$1.03M 0.05%
14,495
+1,589
355
$1.02M 0.05%
2,571
+15
356
$1.02M 0.05%
15,987
+2,101
357
$1.02M 0.05%
230,783
+9,534
358
$999K 0.05%
13,480
+76
359
$998K 0.05%
14,605
+149
360
$994K 0.05%
7,687
-895
361
$992K 0.05%
25,260
+2
362
$990K 0.05%
11,501
-165
363
$982K 0.05%
738
-15
364
$967K 0.05%
20,508
-1,408
365
$963K 0.05%
10,740
+5
366
$963K 0.05%
5,604
+28
367
$962K 0.05%
9,380
-1,153
368
$961K 0.05%
3,300
-23
369
$953K 0.05%
1,818
+10
370
$951K 0.05%
3,650
-2
371
$949K 0.05%
16,660
372
$946K 0.05%
9,784
+759
373
$943K 0.04%
26,300
-11,966
374
$938K 0.04%
1,673
-13
375
$936K 0.04%
23,747
-694
13 14
15
16 17