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
476
$649K 0.03%
9,637
-746
477
$647K 0.03%
3,943
+17
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$644K 0.03%
6,155
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479
$641K 0.03%
3,453
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480
$640K 0.03%
17,200
-100
481
$639K 0.03%
8,850
482
$634K 0.03%
1
483
$633K 0.03%
5,490
484
$632K 0.03%
12,044
485
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10,893
-444
486
$631K 0.03%
7,692
-113
487
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5,395
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488
$630K 0.03%
12,420
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489
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23,300
490
$628K 0.03%
8,854
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491
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12,019
492
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18,929
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1,292
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494
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10,745
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495
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6,603
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496
$611K 0.03%
29,062
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497
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5,673
+20
498
$610K 0.03%
5,218
+13
499
$609K 0.03%
212,962
-19,021
500
$608K 0.03%
15,393
-874
18 19
20
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