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
276
$736K 0.08%
16,247
-1,947
277
$729K 0.08%
13,871
+1,240
278
$725K 0.08%
6,148
+10
279
$724K 0.08%
19,005
+577
280
$723K 0.08%
+13,700
281
$723K 0.08%
6,269
+71
282
$721K 0.08%
24,631
+3,071
283
$715K 0.08%
5,335
+254
284
$712K 0.08%
5,627
+77
285
$710K 0.08%
1,408
+118
286
$707K 0.08%
18,191
-2,803
287
$704K 0.08%
4,225
+325
288
$704K 0.08%
3,574
+116
289
$699K 0.08%
99,062
-2,989
290
$699K 0.08%
8,122
+398
291
$686K 0.08%
10,821
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292
$685K 0.08%
4,475
293
$683K 0.07%
14,525
-1,390
294
$677K 0.07%
+37,738
295
$671K 0.07%
6,050
-88
296
$670K 0.07%
19,593
+184
297
$670K 0.07%
17,586
+221
298
$664K 0.07%
7,760
+193
299
$663K 0.07%
7,516
+8
300
$663K 0.07%
4,261
+5
10 11
12
13 14