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
376
$783K 0.04%
7,840
-108
377
$778K 0.04%
46,585
+4,675
378
$775K 0.04%
141,880
-43,331
379
$773K 0.04%
52,886
+1,904
380
$771K 0.04%
3,517
-187
381
$767K 0.04%
97,064
-3,572
382
$767K 0.04%
26,101
+1,948
383
$755K 0.04%
10,262
-241
384
$753K 0.04%
4,699
+151
385
$752K 0.04%
24,763
+1,635
386
$752K 0.04%
12,169
+3,138
387
$745K 0.04%
12,959
+555
388
$739K 0.04%
6,198
+693
389
$738K 0.04%
11,587
+822
390
$738K 0.04%
3,438
+568
391
$736K 0.04%
22,027
+420
392
$734K 0.04%
13,234
+2,480
393
$734K 0.04%
23,394
394
$732K 0.04%
1,757
+32
395
$730K 0.04%
21,201
-515
396
$730K 0.04%
6,715
+2,130
397
$729K 0.04%
32,731
+2,084
398
$728K 0.04%
10,582
+659
399
$727K 0.04%
23,728
-96
400
$726K 0.04%
117,284
+656
14 15
16
17 18