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
926
$116K 0.01%
36,209
-1,180
927
$111K 0.01%
23,517
+13,460
928
$107K 0.01%
55,659
-131
929
$106K 0.01%
33,797
+3,235
930
$104K 0.01%
540
+7
931
$104K ﹤0.01%
2,670
-192
932
$103K ﹤0.01%
16,407
933
$102K ﹤0.01%
+21,609
934
$102K ﹤0.01%
15,267
+1,418
935
$80.8K ﹤0.01%
10,000
936
$77.4K ﹤0.01%
11,233
+678
937
$76.9K ﹤0.01%
+11,285
938
$71.3K ﹤0.01%
10,679
-1,181
939
$69.7K ﹤0.01%
36,860
-15,000
940
$63.7K ﹤0.01%
18,504
+5,984
941
$57.2K ﹤0.01%
19,501
+149
942
$55.4K ﹤0.01%
35,485
+18,974
943
$42.6K ﹤0.01%
26,625
944
$28.4K ﹤0.01%
746
+87
945
$25.4K ﹤0.01%
+11,154
946
$22.9K ﹤0.01%
11,905
+170
947
$17.1K ﹤0.01%
369
+88
948
$14.8K ﹤0.01%
415
+22
949
– –
-18,171
950
– –
-10,617
35 36 37
38
39