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
$1.74B
AUM Growth
-$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
969
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$2.69M
3
+$2.46M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.92M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.85M

Top Sells

1
+$1.75M
2
+$1.57M
3
+$1.31M
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$1.3M
5
XLNX
Xilinx Inc
XLNX
+$1.16M

Sector Composition

1 Technology 23.8%
2 Financials 12.42%
3 Healthcare 10.88%
4 Consumer Discretionary 8.34%
5 Communication Services 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.48M 0.08%
27,093
+112
227
$1.48M 0.08%
5,653
+425
228
$1.47M 0.08%
48,343
+870
229
$1.47M 0.08%
3,296
+177
230
$1.47M 0.08%
6,173
+250
231
$1.46M 0.08%
8,578
+349
232
$1.45M 0.08%
12,301
+1,948
233
$1.44M 0.08%
10,385
-268
234
$1.42M 0.08%
50,875
-457
235
$1.41M 0.08%
11,004
+292
236
$1.41M 0.08%
24,699
+1,587
237
$1.39M 0.08%
13,716
-852
238
$1.38M 0.08%
9,119
+388
239
$1.38M 0.08%
34,250
240
$1.38M 0.08%
13,674
-19
241
$1.37M 0.08%
33,971
+323
242
$1.37M 0.08%
21,263
+412
243
$1.36M 0.08%
10,348
-72
244
$1.35M 0.08%
35,758
+1,234
245
$1.34M 0.08%
23,637
+124
246
$1.34M 0.08%
1,803
-63
247
$1.34M 0.08%
15,745
+3,842
248
$1.33M 0.08%
8,397
+442
249
$1.33M 0.08%
7,359
-2,907
250
$1.32M 0.08%
9,506
+4,347
8 9
10
11 12