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
251
$786K 0.09%
14,368
-866
252
$785K 0.09%
19,000
+1,994
253
$785K 0.09%
5,842
+406
254
$784K 0.09%
2,140
-66
255
$783K 0.09%
14,750
+375
256
$782K 0.09%
3,346
-944
257
$781K 0.09%
4,266
+198
258
$778K 0.09%
4,775
+3
259
$775K 0.08%
+11,803
260
$774K 0.08%
8,863
+62
261
$771K 0.08%
17,459
-1,402
262
$770K 0.08%
19,945
+991
263
$767K 0.08%
10,878
+1,601
264
$764K 0.08%
7,664
+274
265
$758K 0.08%
5,608
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266
$758K 0.08%
36,447
+3,126
267
$753K 0.08%
4,006
+150
268
$751K 0.08%
2,734
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269
$747K 0.08%
157,410
+135,933
270
$745K 0.08%
4,098
+458
271
$744K 0.08%
35,638
+1,707
272
$742K 0.08%
5,697
+143
273
$742K 0.08%
21,264
+12,029
274
$741K 0.08%
14,913
+70
275
$737K 0.08%
9,497
+1
9 10
11
12 13