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
326
$946K 0.05%
11,060
+519
327
$941K 0.05%
7,151
+470
328
$937K 0.05%
2,758
-224
329
$934K 0.05%
19,219
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330
$931K 0.05%
6,157
+377
331
$927K 0.05%
24,449
+3,320
332
$924K 0.05%
29,200
+5,350
333
$921K 0.05%
10,071
+4,118
334
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9,187
-86
335
$913K 0.05%
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336
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337
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21,586
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338
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+36,851
339
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7,081
340
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341
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343
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344
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6,720
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345
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52,382
-1,745
346
$884K 0.05%
8,683
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347
$879K 0.05%
6,343
+242
348
$862K 0.05%
22,763
+1,257
349
$859K 0.05%
23,594
+1,462
350
$856K 0.05%
2,468
12 13
14
15 16