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
176
$2.48M 0.12%
5,933
-13
177
$2.47M 0.12%
5,562
+99
178
$2.47M 0.12%
2,564
-34
179
$2.45M 0.12%
15,303
-139
180
$2.44M 0.12%
7,023
+227
181
$2.39M 0.11%
26,565
-1,662
182
$2.39M 0.11%
757
-10
183
$2.38M 0.11%
60,364
-1,138
184
$2.37M 0.11%
68,260
+131
185
$2.37M 0.11%
652
+31
186
$2.36M 0.11%
66,541
+314
187
$2.36M 0.11%
18,521
-450
188
$2.35M 0.11%
51,751
-2,974
189
$2.34M 0.11%
2,834
+19
190
$2.33M 0.11%
10,941
-140
191
$2.33M 0.11%
49,585
192
$2.33M 0.11%
2,291
-57
193
$2.33M 0.11%
40,414
+589
194
$2.31M 0.11%
17,553
+132
195
$2.31M 0.11%
53,892
+2,344
196
$2.31M 0.11%
115,000
+40,000
197
$2.29M 0.11%
36,183
+4,165
198
$2.27M 0.11%
8,983
-273
199
$2.26M 0.11%
35,407
-2,281
200
$2.26M 0.11%
9,829
-111
6 7
8
9 10