LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
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
+$25.5M
2
+$2.84M
3
+$2.38M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$1.92M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.69M

Top Sells

1
+$1.75M
2
+$1.55M
3
+$1.31M
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$1.3M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.2M

Sector Composition

1 Technology 23.8%
2 Financials 12.42%
3 Healthcare 10.87%
4 Consumer Discretionary 8.34%
5 Communication Services 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$726K 0.04%
8,768
+65
402
$725K 0.04%
5,190
+60
403
$718K 0.04%
12,221
-810
404
$717K 0.04%
27,031
+6,420
405
$714K 0.04%
21,913
+143
406
$707K 0.04%
45,674
-1,568
407
$705K 0.04%
5,323
-143
408
$705K 0.04%
12,577
+4,729
409
$701K 0.04%
37,693
+41
410
$700K 0.04%
70,244
+22,619
411
$698K 0.04%
14,105
-872
412
$697K 0.04%
25,852
+447
413
$696K 0.04%
14,387
-3
414
$695K 0.04%
10,631
+65
415
$692K 0.04%
5,940
+209
416
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15,438
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417
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1,941
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418
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6,834
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419
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14,332
-4,832
420
$680K 0.04%
41,814
+214
421
$679K 0.04%
23,327
+1,992
422
$675K 0.04%
133,487
+837
423
$673K 0.04%
1,841
+539
424
$672K 0.04%
6,684
-557
425
$671K 0.04%
18,938
-1,469
15 16
17
18 19