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
701
$337K 0.02%
24,016
+13,129
702
$336K 0.02%
14,586
+1,871
703
$333K 0.02%
826
+28
704
$333K 0.02%
2,124
+84
705
$332K 0.02%
5,728
+12
706
$332K 0.02%
9,766
-5,225
707
$331K 0.02%
8,617
-17
708
$330K 0.02%
6,250
-178
709
$330K 0.02%
1,692
-9
710
$326K 0.02%
18,404
-1,691
711
$323K 0.02%
3,218
+110
712
$322K 0.02%
1,995
-633
713
$322K 0.02%
+2,660
714
$321K 0.02%
25,153
+108
715
$321K 0.02%
5,324
+15
716
$321K 0.02%
5,466
+715
717
$321K 0.02%
56,074
-3,217
718
$319K 0.02%
3,652
-402
719
$319K 0.02%
4,887
+120
720
$318K 0.02%
2,186
-33
721
$316K 0.02%
1,722
-38
722
$316K 0.02%
4,053
-4
723
$315K 0.02%
1,008
-20
724
$315K 0.02%
1,665
-12
725
$314K 0.02%
21,275
+2,049
27 28
29
30 31