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
376
$928K 0.04%
2,896
+143
377
$926K 0.04%
11,007
-61
378
$925K 0.04%
49,837
-816
379
$916K 0.04%
10,717
380
$915K 0.04%
8,689
-2,809
381
$913K 0.04%
21,071
+307
382
$912K 0.04%
23,402
-565
383
$911K 0.04%
9,058
-9
384
$910K 0.04%
17,542
+347
385
$905K 0.04%
1,474
-24
386
$901K 0.04%
11,509
-124
387
$900K 0.04%
23,082
-497
388
$896K 0.04%
5,248
+92
389
$891K 0.04%
7,605
390
$887K 0.04%
11,572
-796
391
$885K 0.04%
9,034
+432
392
$879K 0.04%
4,008
-142
393
$873K 0.04%
86,668
-1,824
394
$872K 0.04%
4,405
-12
395
$869K 0.04%
23,349
+960
396
$864K 0.04%
31,952
-17,863
397
$861K 0.04%
134,168
+3,820
398
$856K 0.04%
48,275
-1,103
399
$844K 0.04%
11,522
+50
400
$842K 0.04%
4,555
-224
14 15
16
17 18