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
26
$9.58M 0.55%
28,411
+1,124
27
$9.19M 0.53%
112,038
+2,856
28
$8.78M 0.5%
54,180
+694
29
$8.43M 0.48%
55,153
+2,710
30
$8.36M 0.48%
181,235
-16,974
31
$8.17M 0.47%
14,182
+212
32
$8.13M 0.47%
217,030
-2,730
33
$7.65M 0.44%
21,415
+1,261
34
$7.63M 0.44%
185,099
+4,436
35
$7.6M 0.44%
136,272
+1,710
36
$7.48M 0.43%
144,540
+4,053
37
$7.46M 0.43%
17,962
+2,396
38
$6.98M 0.4%
41,697
+565
39
$6.97M 0.4%
15,304
-510
40
$6.54M 0.37%
22,834
+705
41
$6.48M 0.37%
24,912
+534
42
$6.42M 0.37%
24,470
-84
43
$6.02M 0.34%
173,136
+2,544
44
$5.95M 0.34%
21,778
-151
45
$5.9M 0.34%
36,255
-1,941
46
$5.85M 0.34%
23,671
-347
47
$5.83M 0.33%
117,525
+2,331
48
$5.68M 0.33%
48,004
+199
49
$5.59M 0.32%
41,516
+1,334
50
$5.42M 0.31%
9,183
+151
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