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
451
$707K 0.03%
4,527
-29
452
$705K 0.03%
2,715
-8
453
$705K 0.03%
3,976
-3
454
$704K 0.03%
9,012
+12
455
$697K 0.03%
57,183
-6,794
456
$696K 0.03%
5,245
-48
457
$695K 0.03%
12,851
+244
458
$694K 0.03%
27,791
459
$694K 0.03%
2,844
-36
460
$689K 0.03%
5,664
-25
461
$685K 0.03%
16,885
+7,250
462
$683K 0.03%
5,175
+4
463
$682K 0.03%
448
-4
464
$680K 0.03%
3,112
-79
465
$676K 0.03%
4,664
-27
466
$674K 0.03%
3,347
-185
467
$673K 0.03%
31,690
468
$671K 0.03%
71,027
+3,433
469
$668K 0.03%
7,476
+7
470
$661K 0.03%
7,820
+150
471
$661K 0.03%
73,341
+231
472
$654K 0.03%
7,580
-48
473
$654K 0.03%
4,404
+2,773
474
$653K 0.03%
17,370
+1,342
475
$651K 0.03%
9,842
+2,555
17 18
19
20 21