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
751
$285K 0.01%
7,473
+69
752
$285K 0.01%
4,012
-145
753
$285K 0.01%
2,209
+119
754
$283K 0.01%
3,133
-10
755
$282K 0.01%
7,289
-2,012
756
$281K 0.01%
1,052
+11
757
$280K 0.01%
38,902
+23,065
758
$279K 0.01%
4,568
-49
759
$279K 0.01%
4,349
+23
760
$279K 0.01%
14,299
+1,263
761
$279K 0.01%
8,116
-26
762
$276K 0.01%
+3,021
763
$276K 0.01%
35,285
+10,038
764
$275K 0.01%
7,432
+28
765
$275K 0.01%
1,098
-4
766
$274K 0.01%
16,322
-1,757
767
$272K 0.01%
89,292
-21,427
768
$271K 0.01%
7,429
-108
769
$269K 0.01%
7,500
770
$268K 0.01%
8,391
-85
771
$268K 0.01%
639
-3
772
$267K 0.01%
1,537
773
$266K 0.01%
8,610
-3,000
774
$266K 0.01%
+2,476
775
$265K 0.01%
638
+10
29 30
31
32 33