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
351
$566K 0.06%
18,668
+2,658
352
$565K 0.06%
7,292
+98
353
$564K 0.06%
11,041
+485
354
$562K 0.06%
11,789
-1,226
355
$559K 0.06%
74,520
+2,610
356
$558K 0.06%
4,825
-165
357
$557K 0.06%
9,943
-918
358
$555K 0.06%
4,754
+56
359
$555K 0.06%
5,664
+1,725
360
$554K 0.06%
16,910
+3,151
361
$553K 0.06%
139,922
-19,974
362
$553K 0.06%
33,932
-644
363
$552K 0.06%
2,716
+286
364
$551K 0.06%
6,257
+826
365
$551K 0.06%
6,361
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366
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1,994
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367
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9,219
-74
368
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+47,068
369
$539K 0.06%
30,582
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370
$538K 0.06%
4,107
+393
371
$536K 0.06%
10,789
-8,271
372
$536K 0.06%
27,081
-268
373
$536K 0.06%
5,959
-27
374
$534K 0.06%
46,166
-867
375
$534K 0.06%
29,380
+1,544
13 14
15
16 17