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
776
$264K 0.01%
+3,807
777
$263K 0.01%
2,592
-48
778
$263K 0.01%
11,594
-69
779
$263K 0.01%
+1,168
780
$263K 0.01%
1,318
-21
781
$262K 0.01%
4,559
+378
782
$261K 0.01%
+10,998
783
$258K 0.01%
602
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784
$258K 0.01%
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785
$258K 0.01%
3,860
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786
$256K 0.01%
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787
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788
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5,470
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789
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20,000
790
$254K 0.01%
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795
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2,000
798
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22,274
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$249K 0.01%
4,808
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800
$247K 0.01%
20,848
-41
30 31
32
33 34