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
26
$11.6M 0.55%
24,143
+172
27
$11.4M 0.54%
85,660
+540
28
$11.2M 0.53%
15,287
-498
29
$10.8M 0.52%
11,167
+222
30
$10.8M 0.52%
31,266
-726
31
$10.4M 0.5%
59,219
-3,330
32
$9.83M 0.47%
54,450
+447
33
$9.58M 0.46%
59,022
-165
34
$9.47M 0.45%
112,123
-4,732
35
$8.73M 0.42%
18,162
+169
36
$8.51M 0.41%
203,767
-2,019
37
$8.43M 0.4%
48,160
-1,588
38
$8.33M 0.4%
45,738
+439
39
$8.19M 0.39%
27,184
+338
40
$8.01M 0.38%
15,873
-462
41
$7.89M 0.38%
31,367
+229
42
$7.85M 0.37%
62,528
-315
43
$7.83M 0.37%
107,956
-22,424
44
$7.79M 0.37%
68,569
+1,871
45
$7.7M 0.37%
127,900
-968
46
$7.68M 0.37%
52,871
+1,383
47
$7.35M 0.35%
193,920
+3,515
48
$7.28M 0.35%
100,675
+35,991
49
$7.19M 0.34%
61,841
-1,496
50
$6.81M 0.32%
40,236
+19
1
2
3 4 5