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
251
$1.32M 0.08%
5,269
+288
252
$1.32M 0.08%
13,160
+619
253
$1.31M 0.07%
22,601
+2,284
254
$1.3M 0.07%
4,660
+86
255
$1.3M 0.07%
5,954
-64
256
$1.3M 0.07%
6,227
+50
257
$1.29M 0.07%
10,505
+655
258
$1.29M 0.07%
17,763
+679
259
$1.28M 0.07%
9,835
+214
260
$1.28M 0.07%
22,881
-252
261
$1.27M 0.07%
5,883
+224
262
$1.27M 0.07%
329,730
+43,504
263
$1.27M 0.07%
2,793
+1
264
$1.27M 0.07%
4,649
-135
265
$1.26M 0.07%
616
-14
266
$1.26M 0.07%
25,640
+13,667
267
$1.24M 0.07%
12,613
+456
268
$1.23M 0.07%
3,683
+618
269
$1.22M 0.07%
17,414
+525
270
$1.22M 0.07%
5,473
+519
271
$1.22M 0.07%
20,565
+22
272
$1.22M 0.07%
3,120
+301
273
$1.21M 0.07%
7,676
+12
274
$1.16M 0.07%
10,359
+56
275
$1.16M 0.07%
2,251
+34
9 10
11
12 13