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
51
$6.75M 0.32%
23,935
-675
52
$6.74M 0.32%
22,451
+5
53
$6.68M 0.32%
133,778
-5,728
54
$6.56M 0.31%
10,097
-64
55
$6.53M 0.31%
22,661
-235
56
$6.29M 0.3%
102,757
-896
57
$6.18M 0.29%
139,892
+1,172
58
$6.06M 0.29%
38,445
+38
59
$6.03M 0.29%
24,142
+1,754
60
$5.99M 0.29%
26,839
+3
61
$5.95M 0.28%
28,848
-205
62
$5.67M 0.27%
24,914
+187
63
$5.56M 0.27%
9,573
+64
64
$5.56M 0.27%
13,070
-102
65
$5.55M 0.26%
22,562
-151
66
$5.53M 0.26%
28,371
-81
67
$5.42M 0.26%
40,523
+29,161
68
$5.12M 0.24%
12,257
+78
69
$5.11M 0.24%
17,977
-337
70
$5M 0.24%
51,740
-173
71
$5M 0.24%
10,768
-467
72
$4.94M 0.24%
72,977
+1,515
73
$4.93M 0.23%
19,351
-28
74
$4.9M 0.23%
13,376
+12
75
$4.81M 0.23%
3,903
+40
1 2
3
4 5