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
101
$3.88M 0.18%
21,872
+442
102
$3.82M 0.18%
24,084
+112
103
$3.78M 0.18%
37,274
-357
104
$3.66M 0.17%
87,280
+1,849
105
$3.65M 0.17%
19,988
+34
106
$3.57M 0.17%
1,243,208
+119,076
107
$3.56M 0.17%
36,781
-336
108
$3.54M 0.17%
13,184
+83
109
$3.53M 0.17%
133,763
-68
110
$3.53M 0.17%
12,945
-1,634
111
$3.52M 0.17%
25,116
+292
112
$3.48M 0.17%
16,973
-109
113
$3.45M 0.16%
14,934
+535
114
$3.44M 0.16%
17,989
-906
115
$3.41M 0.16%
65,436
-595
116
$3.3M 0.16%
49,297
-743
117
$3.26M 0.16%
53,715
-3,775
118
$3.24M 0.15%
33,188
+55
119
$3.24M 0.15%
22,772
-2,032
120
$3.23M 0.15%
6,016
+31
121
$3.22M 0.15%
55,519
+1,297
122
$3.2M 0.15%
115,258
-20,351
123
$3.18M 0.15%
15,790
-1,111
124
$3.17M 0.15%
7,725
-65
125
$3.17M 0.15%
36,778
+306
3 4
5
6 7