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
151
$2.75M 0.13%
42,121
-7,397
152
$2.75M 0.13%
28,280
-50
153
$2.72M 0.13%
3,259
-15
154
$2.71M 0.13%
27,899
-10
155
$2.71M 0.13%
16,762
+214
156
$2.7M 0.13%
53,755
-1,219
157
$2.67M 0.13%
29,178
-70
158
$2.66M 0.13%
25,787
+446
159
$2.65M 0.13%
5,829
-306
160
$2.65M 0.13%
180,660
+5,145
161
$2.63M 0.13%
3,762
-45
162
$2.6M 0.12%
2,079
163
$2.59M 0.12%
96,528
+48
164
$2.58M 0.12%
85,213
+1,473
165
$2.57M 0.12%
69,244
-525
166
$2.55M 0.12%
19,451
+12
167
$2.54M 0.12%
36,341
-470
168
$2.54M 0.12%
11,932
-133
169
$2.53M 0.12%
6,338
+38
170
$2.53M 0.12%
46,143
-739
171
$2.52M 0.12%
22,827
-1,025
172
$2.52M 0.12%
9,732
-22
173
$2.51M 0.12%
210,727
-24,953
174
$2.51M 0.12%
4,780
+926
175
$2.5M 0.12%
26,625
-3,375
5 6
7
8 9