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
$913M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$6.88M
3
+$4.09M
4
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
+$3.62M
5
LBTYK icon
Liberty Global Class C
LBTYK
+$3.12M

Top Sells

1
+$2.51M
2
+$1.93M
3
+$1.65M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$1.25M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.19M

Sector Composition

1 Technology 16.88%
2 Financials 14.89%
3 Communication Services 11.18%
4 Healthcare 10.81%
5 Consumer Discretionary 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$895K 0.1%
22,774
+3,460
227
$888K 0.1%
27,312
+44
228
$876K 0.1%
21,482
+1,288
229
$874K 0.1%
21,997
-8,568
230
$874K 0.1%
4,769
+83
231
$866K 0.09%
5,275
+415
232
$864K 0.09%
16,222
+1,559
233
$861K 0.09%
4,412
+108
234
$860K 0.09%
13,693
-762
235
$858K 0.09%
6,442
-937
236
$858K 0.09%
2,911
-308
237
$853K 0.09%
11,306
+33
238
$850K 0.09%
4,860
-192
239
$840K 0.09%
10,869
+477
240
$840K 0.09%
56,095
+7,045
241
$833K 0.09%
5,741
-1,871
242
$827K 0.09%
4,286
+71
243
$825K 0.09%
7,304
+312
244
$824K 0.09%
4,809
+156
245
$823K 0.09%
68,735
+8,697
246
$803K 0.09%
18,443
+776
247
$801K 0.09%
+23,341
248
$796K 0.09%
20,653
-1,624
249
$788K 0.09%
9,171
+481
250
$788K 0.09%
363,966
+5,138
8 9
10
11 12