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
901
$168K 0.01%
+20,278
902
$168K 0.01%
31,678
+17,690
903
$166K 0.01%
+13,775
904
$166K 0.01%
+12,996
905
$166K 0.01%
+12,534
906
$165K 0.01%
+11,232
907
$165K 0.01%
21,773
+4,429
908
$165K 0.01%
+11,400
909
$162K 0.01%
+15,125
910
$161K 0.01%
20,810
-1,635
911
$160K 0.01%
11,330
-1,291
912
$160K 0.01%
5,609
+2,351
913
$159K 0.01%
14,518
-1,301
914
$156K 0.01%
17,246
915
$155K 0.01%
98,297
-456
916
$152K 0.01%
17,449
-3,390
917
$152K 0.01%
24,801
+790
918
$152K 0.01%
16,641
-7,356
919
$150K 0.01%
33,407
+3,672
920
$149K 0.01%
12,500
921
$138K 0.01%
29,411
-2,038
922
$129K 0.01%
22,589
+497
923
$124K 0.01%
29,364
-2,126
924
$123K 0.01%
15,047
+424
925
$120K 0.01%
24,664
35 36
37
38 39