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
451
$610K 0.04%
7,123
+124
452
$609K 0.03%
19,078
+2,024
453
$608K 0.03%
9,693
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454
$605K 0.03%
13,194
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455
$605K 0.03%
2,494
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456
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4,068
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457
$600K 0.03%
2,851
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458
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7,311
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459
$599K 0.03%
9,002
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460
$598K 0.03%
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461
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15,080
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22,573
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465
$590K 0.03%
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24,305
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$585K 0.03%
37,422
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471
$584K 0.03%
34,892
+5,525
472
$582K 0.03%
3,853
+193
473
$581K 0.03%
63,000
474
$580K 0.03%
8,080
+117
475
$579K 0.03%
12,434
+4,177
17 18
19
20 21