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
76
$4.66M 0.22%
13,841
-26
77
$4.65M 0.22%
107,268
-1,704
78
$4.58M 0.22%
131,023
-5,305
79
$4.35M 0.21%
7,823
80
$4.34M 0.21%
17,360
-38
81
$4.3M 0.2%
13,748
-249
82
$4.3M 0.2%
5,636
+60
83
$4.28M 0.2%
11,789
-706
84
$4.27M 0.2%
58,726
+6,530
85
$4.25M 0.2%
138,481
+720
86
$4.23M 0.2%
11,809
-81
87
$4.18M 0.2%
45,770
-7,047
88
$4.18M 0.2%
11,771
-30
89
$4.17M 0.2%
32,052
+614
90
$4.16M 0.2%
23,865
-170
91
$4.12M 0.2%
51,621
+37
92
$4.1M 0.2%
19,805
-821
93
$4.06M 0.19%
35,291
94
$4.04M 0.19%
7,792
-32
95
$4.02M 0.19%
75,219
96
$3.97M 0.19%
67,680
+595
97
$3.97M 0.19%
221,342
+3,636
98
$3.96M 0.19%
54,119
+7,850
99
$3.92M 0.19%
63,162
+20
100
$3.9M 0.19%
227,220
-460
2 3
4
5 6