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
826
$231K 0.01%
4,508
827
$231K 0.01%
1,936
-1
828
$231K 0.01%
6,354
-10
829
$230K 0.01%
1,584
+7
830
$230K 0.01%
1,504
831
$229K 0.01%
+6,450
832
$228K 0.01%
11,045
+118
833
$228K 0.01%
+1,654
834
$228K 0.01%
+985
835
$228K 0.01%
+1,093
836
$227K 0.01%
+1,891
837
$227K 0.01%
1,474
-84
838
$227K 0.01%
3,747
-96
839
$227K 0.01%
10,000
840
$226K 0.01%
2,308
-109
841
$225K 0.01%
5,491
+334
842
$225K 0.01%
1,653
-3
843
$225K 0.01%
1,784
-110
844
$224K 0.01%
429
+7
845
$223K 0.01%
+3,485
846
$223K 0.01%
+1,158
847
$221K 0.01%
+1,789
848
$221K 0.01%
1,311
+117
849
$220K 0.01%
6,958
-4,060
850
$219K 0.01%
1,492
-3
32 33
34
35 36