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
851
$218K 0.01%
+6,409
852
$218K 0.01%
+1,048
853
$217K 0.01%
1,113
-7
854
$216K 0.01%
2,503
-982
855
$216K 0.01%
1,446
-177
856
$216K 0.01%
543
-59
857
$215K 0.01%
+3,544
858
$215K 0.01%
3,263
-180
859
$214K 0.01%
3,736
-55
860
$213K 0.01%
+2,087
861
$213K 0.01%
3,095
-75
862
$212K 0.01%
+3,909
863
$212K 0.01%
3,030
-2,370
864
$211K 0.01%
+7,104
865
$209K 0.01%
+11,163
866
$209K 0.01%
+7,592
867
$209K 0.01%
3,563
-79
868
$209K 0.01%
10,519
-59
869
$208K 0.01%
+1,133
870
$208K 0.01%
10,066
+753
871
$208K 0.01%
+2,982
872
$205K 0.01%
6,810
-267
873
$205K 0.01%
+1,070
874
$204K 0.01%
+2,101
875
$204K 0.01%
+1,925
33 34
35
36 37