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
676
$358K 0.02%
788
677
$358K 0.02%
571
-8
678
$358K 0.02%
8,014
-14
679
$357K 0.02%
850
680
$356K 0.02%
526
+1
681
$355K 0.02%
2,768
-13
682
$352K 0.02%
7,968
-120
683
$352K 0.02%
9,594
684
$351K 0.02%
1,071
-132
685
$350K 0.02%
6,708
-31
686
$349K 0.02%
10,188
+355
687
$348K 0.02%
9,371
+73
688
$347K 0.02%
19,018
689
$347K 0.02%
45,170
-7,607
690
$347K 0.02%
844
+4
691
$345K 0.02%
8,218
-1,575
692
$345K 0.02%
2,685
-11
693
$344K 0.02%
2,660
-312
694
$344K 0.02%
4,139
+83
695
$343K 0.02%
4,626
+1,155
696
$342K 0.02%
15,766
-1,655
697
$341K 0.02%
16,370
-7,067
698
$341K 0.02%
34,950
699
$338K 0.02%
2,766
-6
700
$338K 0.02%
13,730
+622
26 27
28
29 30