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
501
$605K 0.03%
10,127
-1,932
502
$603K 0.03%
16,799
+122
503
$602K 0.03%
9,288
+6
504
$602K 0.03%
60,132
-2,868
505
$601K 0.03%
6,056
-146
506
$596K 0.03%
4,479
-4
507
$594K 0.03%
5,465
-50
508
$593K 0.03%
+5,870
509
$591K 0.03%
8,734
+137
510
$591K 0.03%
13,569
-143
511
$584K 0.03%
23,696
-1,505
512
$584K 0.03%
1,495
-30
513
$582K 0.03%
224,723
-7,052
514
$579K 0.03%
18,247
+388
515
$579K 0.03%
8,591
+67
516
$579K 0.03%
15,708
517
$577K 0.03%
6,078
-24
518
$576K 0.03%
4,773
-19
519
$576K 0.03%
8,413
-110
520
$572K 0.03%
7,444
+575
521
$571K 0.03%
1,450
+102
522
$570K 0.03%
3,843
-83
523
$568K 0.03%
11,973
-839
524
$565K 0.03%
3,928
-65
525
$564K 0.03%
12,368
-3,440
19 20
21
22 23