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
201
$2.23M 0.11%
12,744
+2,181
202
$2.22M 0.11%
44,338
+1,399
203
$2.22M 0.11%
29,932
+16
204
$2.2M 0.1%
10,667
-46
205
$2.19M 0.1%
27,515
-288
206
$2.18M 0.1%
28,355
+5,923
207
$2.18M 0.1%
7,392
-6
208
$2.17M 0.1%
6,982
+42
209
$2.17M 0.1%
13,310
-132
210
$2.16M 0.1%
14,506
-411
211
$2.1M 0.1%
27,277
+1,174
212
$2.1M 0.1%
12,854
-42
213
$2.09M 0.1%
57,897
+111
214
$2.09M 0.1%
64,553
+1,821
215
$2.09M 0.1%
24,382
-231
216
$2.07M 0.1%
175,633
+4,032
217
$2.07M 0.1%
10,711
-463
218
$2.06M 0.1%
29,470
+586
219
$2.06M 0.1%
39,806
+3,883
220
$2.05M 0.1%
3,680
-2
221
$2.04M 0.1%
102,026
-1,284
222
$2.02M 0.1%
17,717
-300
223
$2.01M 0.1%
22,767
+496
224
$2.01M 0.1%
7,647
-532
225
$1.99M 0.09%
13,382
-290
7 8
9
10 11