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
526
$563K 0.03%
11,450
+715
527
$560K 0.03%
+6,060
528
$560K 0.03%
2,051
-16
529
$558K 0.03%
2,208
-2
530
$551K 0.03%
2,029
-31
531
$551K 0.03%
2,077
-54
532
$548K 0.03%
1,592
-1
533
$548K 0.03%
2,210
-16
534
$538K 0.03%
10,079
-770
535
$537K 0.03%
14,740
+243
536
$536K 0.03%
13,389
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537
$535K 0.03%
47,110
538
$534K 0.03%
4,758
+8
539
$531K 0.03%
2,464
-44
540
$527K 0.03%
27,008
-35,284
541
$522K 0.02%
6,356
-653
542
$521K 0.02%
3,340
-105
543
$519K 0.02%
31,330
-652
544
$511K 0.02%
4,569
-32
545
$511K 0.02%
5,621
-30
546
$508K 0.02%
4,967
-136
547
$507K 0.02%
5,247
+57
548
$502K 0.02%
5,321
549
$501K 0.02%
9,641
-2,441
550
$501K 0.02%
41,972
+159
20 21
22
23 24