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
651
$380K 0.02%
4,270
-25
652
$378K 0.02%
5,624
-883
653
$378K 0.02%
2,231
+110
654
$378K 0.02%
10,304
655
$377K 0.02%
16,166
+293
656
$377K 0.02%
7,488
+57
657
$376K 0.02%
11,598
-1,396
658
$376K 0.02%
8,230
+46
659
$376K 0.02%
6,995
-2,448
660
$374K 0.02%
3,606
+1,458
661
$374K 0.02%
2,176
+4
662
$373K 0.02%
3,300
+34
663
$373K 0.02%
1,388
+31
664
$372K 0.02%
5,287
+390
665
$372K 0.02%
30,783
-6,016
666
$371K 0.02%
227
667
$370K 0.02%
23,508
668
$368K 0.02%
1,387
+40
669
$368K 0.02%
20,497
-2,208
670
$365K 0.02%
9,849
+243
671
$362K 0.02%
2,751
+916
672
$362K 0.02%
1,921
673
$359K 0.02%
2,730
-28
674
$359K 0.02%
6,960
+90
675
$359K 0.02%
10,617
+3,140
25 26
27
28 29