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
426
$753K 0.04%
7,958
427
$750K 0.04%
9,560
+163
428
$748K 0.04%
2,764
429
$747K 0.04%
5,695
-35
430
$746K 0.04%
3,766
+27
431
$744K 0.04%
8,934
-226
432
$741K 0.04%
22,492
+82
433
$740K 0.04%
4,803
+649
434
$740K 0.04%
186,017
+9,907
435
$739K 0.04%
55,623
+11
436
$738K 0.04%
62,371
+626
437
$736K 0.04%
46,700
+289
438
$729K 0.03%
26,156
-559
439
$728K 0.03%
3,263
-44
440
$728K 0.03%
25,680
-86
441
$727K 0.03%
10,892
-2,062
442
$727K 0.03%
5,900
-150
443
$727K 0.03%
23,995
-1,204
444
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19,476
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445
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10,824
-10,839
446
$715K 0.03%
45,011
-2,460
447
$715K 0.03%
31,833
-2,655
448
$713K 0.03%
8,892
+95
449
$709K 0.03%
12,301
-334
450
$709K 0.03%
19,117
-63
16 17
18
19 20