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
801
$247K 0.01%
2,548
+77
802
$246K 0.01%
1,785
+24
803
$246K 0.01%
21,966
-6,070
804
$244K 0.01%
2,166
-120
805
$242K 0.01%
45,012
-4,086
806
$242K 0.01%
2,629
+48
807
$241K 0.01%
1,812
+34
808
$241K 0.01%
3,024
-647
809
$241K 0.01%
+12,805
810
$240K 0.01%
1,340
-11
811
$240K 0.01%
2,251
-13
812
$240K 0.01%
544
-22
813
$239K 0.01%
+2,529
814
$239K 0.01%
3,281
-124
815
$238K 0.01%
12,203
816
$237K 0.01%
6,443
817
$236K 0.01%
5,501
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818
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1,526
-142
819
$236K 0.01%
853
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820
$235K 0.01%
29
821
$234K 0.01%
6,629
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822
$234K 0.01%
31,388
-8,147
823
$234K 0.01%
4,308
-116
824
$232K 0.01%
+986
825
$232K 0.01%
+3,245
31 32
33
34 35