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
401
$489K 0.05%
7,317
+14
402
$485K 0.05%
17,396
+464
403
$485K 0.05%
2,959
-20
404
$482K 0.05%
6,600
+185
405
$482K 0.05%
25,670
+810
406
$481K 0.05%
13,105
+3,305
407
$480K 0.05%
4,958
+840
408
$480K 0.05%
19,354
+8,085
409
$480K 0.05%
6,468
+689
410
$476K 0.05%
6,729
-483
411
$475K 0.05%
6,352
-15
412
$472K 0.05%
7,601
+416
413
$470K 0.05%
8,801
+766
414
$469K 0.05%
19,568
+204
415
$468K 0.05%
8,400
+441
416
$467K 0.05%
9,135
+315
417
$461K 0.05%
45,128
+10,546
418
$457K 0.05%
14,723
+5,782
419
$456K 0.05%
32,934
-1,784
420
$452K 0.05%
+36,413
421
$450K 0.05%
36,360
+147
422
$446K 0.05%
6,608
+459
423
$446K 0.05%
5,774
+941
424
$442K 0.05%
2,365
425
$442K 0.05%
6,468
+495
15 16
17
18 19