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
276
$1.16M 0.07%
8,758
+331
277
$1.15M 0.07%
2,093
+118
278
$1.14M 0.07%
25,789
+2,151
279
$1.14M 0.07%
57,150
-15
280
$1.14M 0.07%
56,820
+8,764
281
$1.13M 0.06%
13,484
+904
282
$1.13M 0.06%
5,249
+264
283
$1.12M 0.06%
7,357
+98
284
$1.12M 0.06%
10,030
+272
285
$1.12M 0.06%
30,414
+29
286
$1.11M 0.06%
50,000
287
$1.1M 0.06%
13,778
+1,303
288
$1.1M 0.06%
3,672
-87
289
$1.1M 0.06%
4,744
+106
290
$1.09M 0.06%
98,175
+14,700
291
$1.09M 0.06%
10,932
+340
292
$1.08M 0.06%
171,580
+13,484
293
$1.07M 0.06%
782
+23
294
$1.07M 0.06%
16,287
-1,157
295
$1.06M 0.06%
4,981
+730
296
$1.06M 0.06%
20,904
+471
297
$1.05M 0.06%
42,863
+573
298
$1.05M 0.06%
13,960
-905
299
$1.05M 0.06%
12,159
+1,553
300
$1.05M 0.06%
11,603
+699
10 11
12
13 14