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
426
$439K 0.05%
24,712
+619
427
$436K 0.05%
4,473
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$436K 0.05%
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7,510
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431
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432
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8,398
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3,238
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435
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39,926
436
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10,275
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437
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23,124
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438
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2,523
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439
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+29,000
440
$420K 0.05%
118,261
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441
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443
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54,989
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444
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445
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6,376
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446
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4,524
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447
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10,317
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448
$405K 0.04%
24,798
+3,201
449
$402K 0.04%
6,776
+48
450
$402K 0.04%
10,232
+1,285
16 17
18
19 20