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
576
$471K 0.02%
2,301
-116
577
$469K 0.02%
1,472
+25
578
$467K 0.02%
15,760
-1,021
579
$466K 0.02%
1,341
+1
580
$464K 0.02%
2,332
+31
581
$463K 0.02%
1,707
-73
582
$462K 0.02%
15,062
-5,299
583
$462K 0.02%
11,889
-134
584
$461K 0.02%
11,270
585
$460K 0.02%
7,713
-1,935
586
$457K 0.02%
1,515
+3
587
$456K 0.02%
15,352
+2,520
588
$454K 0.02%
4,996
-587
589
$452K 0.02%
10,100
590
$449K 0.02%
86,566
+1,084
591
$449K 0.02%
+8,250
592
$449K 0.02%
6,343
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593
$445K 0.02%
52,414
+2,312
594
$444K 0.02%
26,677
-2,514
595
$443K 0.02%
4,802
-33
596
$440K 0.02%
10,827
-725
597
$439K 0.02%
1,954
-144
598
$439K 0.02%
5,567
-146
599
$439K 0.02%
11,237
-5
600
$438K 0.02%
19,681
-220
22 23
24
25 26