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
126
$3.13M 0.15%
39,111
127
$3.09M 0.15%
14,680
+35
128
$3.07M 0.15%
7,801
-155
129
$3.06M 0.15%
33,137
-22
130
$3.06M 0.15%
70,733
+982
131
$3.06M 0.15%
32,513
-817
132
$2.99M 0.14%
29,636
-328
133
$2.96M 0.14%
22,865
-9
134
$2.95M 0.14%
31,388
-2,849
135
$2.94M 0.14%
50,971
-612
136
$2.93M 0.14%
71,295
-3,100
137
$2.92M 0.14%
6,709
+34
138
$2.91M 0.14%
12,341
-402
139
$2.88M 0.14%
18,483
+76
140
$2.88M 0.14%
8,358
+30
141
$2.87M 0.14%
163,154
+1,518
142
$2.87M 0.14%
11,481
+2,206
143
$2.79M 0.13%
68,224
144
$2.78M 0.13%
14,088
-566
145
$2.78M 0.13%
23,601
-109
146
$2.78M 0.13%
14,049
+5
147
$2.78M 0.13%
51,238
-6,262
148
$2.78M 0.13%
343,251
-4,131
149
$2.77M 0.13%
47,941
150
$2.76M 0.13%
53,572
+1,918
4 5
6
7 8