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
551
$501K 0.02%
4,305
+30
552
$499K 0.02%
5,628
-418
553
$496K 0.02%
17,239
+497
554
$495K 0.02%
22,024
+3,524
555
$493K 0.02%
3,881
-20
556
$492K 0.02%
9,046
557
$491K 0.02%
2,778
-182
558
$489K 0.02%
12,767
-1,381
559
$488K 0.02%
9,330
-300
560
$486K 0.02%
5,846
-196
561
$486K 0.02%
8,844
+298
562
$485K 0.02%
3,634
+121
563
$482K 0.02%
17,910
564
$482K 0.02%
6,063
-235
565
$480K 0.02%
2,283
-28
566
$477K 0.02%
15,655
+2,428
567
$477K 0.02%
12,405
-265
568
$477K 0.02%
21,483
+387
569
$477K 0.02%
36,176
+4,886
570
$476K 0.02%
4,466
+1,008
571
$476K 0.02%
8,414
+3,443
572
$475K 0.02%
7,645
-32
573
$474K 0.02%
3,187
574
$474K 0.02%
2,861
575
$473K 0.02%
3,879
-63
21 22
23
24 25