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
626
$407K 0.02%
8,580
-819
627
$406K 0.02%
5,860
628
$406K 0.02%
1,589
629
$403K 0.02%
13,804
-193
630
$403K 0.02%
10,018
+243
631
$401K 0.02%
7,369
+93
632
$400K 0.02%
16,296
+4,139
633
$398K 0.02%
13,365
-3,848
634
$396K 0.02%
8,051
+1,970
635
$396K 0.02%
1,678
636
$395K 0.02%
4,513
-222
637
$395K 0.02%
47,619
638
$395K 0.02%
13,526
+100
639
$394K 0.02%
5,103
+7
640
$394K 0.02%
57,877
+2,430
641
$391K 0.02%
2,985
-45
642
$391K 0.02%
14,188
+1,047
643
$391K 0.02%
10,586
-1,149
644
$390K 0.02%
11,833
+257
645
$387K 0.02%
7,645
-7,499
646
$386K 0.02%
3,936
+260
647
$386K 0.02%
21,048
-1,532
648
$386K 0.02%
9,025
-297
649
$386K 0.02%
9,722
650
$385K 0.02%
32,689
-2,088
24 25
26
27 28