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
301
$1.04M 0.06%
5,813
+102
302
$1.03M 0.06%
19,135
-196
303
$1.03M 0.06%
11,485
+985
304
$1.02M 0.06%
20,565
+3,326
305
$1.02M 0.06%
20,220
-260
306
$1.02M 0.06%
7,773
+310
307
$1.02M 0.06%
12,496
-904
308
$1.02M 0.06%
11,265
-477
309
$1.01M 0.06%
22,095
-270
310
$1M 0.06%
5,821
+1,212
311
$1M 0.06%
11,165
+458
312
$999K 0.06%
20,133
-320
313
$996K 0.06%
7,479
-600
314
$995K 0.06%
14,157
+2,065
315
$982K 0.06%
14,982
-163
316
$978K 0.06%
26,063
+1,917
317
$974K 0.06%
93,446
-379
318
$964K 0.06%
6,068
319
$961K 0.06%
2,035
-138
320
$959K 0.06%
2,056
321
$957K 0.05%
32,236
+1,054
322
$953K 0.05%
31,618
-1,308
323
$947K 0.05%
10,860
+171
324
$946K 0.05%
8,538
-203
325
$946K 0.05%
5,751
+688
11 12
13
14 15