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
326
$620K 0.07%
8,258
+60
327
$617K 0.07%
46,764
+1,977
328
$614K 0.07%
15,546
+2,627
329
$614K 0.07%
194,450
330
$610K 0.07%
9,900
+81
331
$609K 0.07%
7,443
+36
332
$608K 0.07%
35,659
+1,810
333
$604K 0.07%
11,008
334
$603K 0.07%
3,777
-209
335
$598K 0.07%
6,823
+220
336
$596K 0.07%
2,501
+227
337
$595K 0.07%
3,503
-945
338
$592K 0.06%
49,920
-8,086
339
$592K 0.06%
6,776
-241
340
$589K 0.06%
17,822
+1,437
341
$587K 0.06%
12,437
+2,252
342
$585K 0.06%
9,202
+2,127
343
$581K 0.06%
5,082
+231
344
$580K 0.06%
11,541
-4,674
345
$579K 0.06%
86,469
+2,149
346
$577K 0.06%
8,257
347
$576K 0.06%
+35,563
348
$575K 0.06%
103,493
+14,450
349
$575K 0.06%
11,533
-179
350
$573K 0.06%
7,562
+85
12 13
14
15 16