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
876
$203K 0.01%
+3,553
877
$203K 0.01%
9,558
-1,892
878
$202K 0.01%
+4,094
879
$202K 0.01%
7,950
880
$202K 0.01%
3,386
+14
881
$201K 0.01%
+1,390
882
$201K 0.01%
10,000
883
$201K 0.01%
+677
884
$196K 0.01%
10,182
-440
885
$196K 0.01%
11,048
+101
886
$193K 0.01%
77,923
-10,396
887
$188K 0.01%
28,329
+12,963
888
$184K 0.01%
+11,792
889
$183K 0.01%
+38,204
890
$181K 0.01%
28,648
+1,478
891
$180K 0.01%
14,380
892
$179K 0.01%
+21,077
893
$176K 0.01%
+12,996
894
$176K 0.01%
+11,570
895
$173K 0.01%
+14,453
896
$172K 0.01%
+20,853
897
$172K 0.01%
+22,449
898
$171K 0.01%
+13,892
899
$169K 0.01%
+19,382
900
$169K 0.01%
+21,329
34 35
36
37 38