LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.25B
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 Total USD Bond Market 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
1
$125M 5.96%
728,923
-12,930
2
$103M 4.93%
246,007
-2,623
3
$88.5M 4.22%
340,531
-2,141
4
$66.5M 3.17%
736,000
-6,240
5
$66.3M 3.16%
367,380
+36,389
6
$37.5M 1.79%
746,791
-1,173
7
$37.4M 1.78%
248,012
-1,032
8
$34.8M 1.66%
71,693
-931
9
$32.8M 1.56%
62,709
-422
10
$27.2M 1.3%
246,463
+6,772
11
$20.5M 0.98%
26,302
-200
12
$19M 0.91%
94,848
-206
13
$18.4M 0.88%
150,579
+675
14
$16.8M 0.8%
285,468
-23
15
$16.5M 0.79%
121,378
+352
16
$15.9M 0.76%
56,933
+14
17
$15.8M 0.75%
119,803
-4,547
18
$14.2M 0.68%
23,348
+14
19
$13.9M 0.66%
91,184
-306
20
$13.5M 0.64%
104,965
+633
21
$13.4M 0.64%
85,002
+1,751
22
$13.2M 0.63%
34,342
-220
23
$12.7M 0.6%
25,634
-652
24
$12.6M 0.6%
67,475
+2,457
25
$12M 0.57%
1,184,114
1
2 3 4 5