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
726
$314K 0.02%
10,000
727
$313K 0.01%
+5,291
728
$312K 0.01%
1,136
-4
729
$312K 0.01%
2,775
+29
730
$312K 0.01%
10,890
-3,561
731
$311K 0.01%
24,011
-11,410
732
$308K 0.01%
923
-9
733
$308K 0.01%
18,276
-340
734
$307K 0.01%
10,804
+520
735
$305K 0.01%
6,368
+433
736
$304K 0.01%
7,059
-119
737
$302K 0.01%
36,304
+112
738
$302K 0.01%
7,698
-130
739
$301K 0.01%
33,859
-18,496
740
$299K 0.01%
1,368
-108
741
$296K 0.01%
10,401
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742
$295K 0.01%
3,995
-282
743
$294K 0.01%
3,511
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744
$293K 0.01%
5,459
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745
$293K 0.01%
4,846
-2
746
$289K 0.01%
3,913
-338
747
$289K 0.01%
20,776
748
$288K 0.01%
15,445
-580
749
$287K 0.01%
190
+28
750
$287K 0.01%
11,323
+16
28 29
30
31 32