LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
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
+$6.07M
2
+$3.86M
3
+$2.37M
4
BDX icon
Becton Dickinson
BDX
+$1.42M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$1.27M

Top Sells

1
+$2.35M
2
+$1.51M
3
+$1.06M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$899K
5
CNXC icon
Concentrix
CNXC
+$880K

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
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954
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955
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957
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958
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959
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960
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961
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962
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963
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964
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965
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966
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967
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968
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970
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971
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972
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973
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