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
501
$537K 0.03%
1,231
-61
502
$537K 0.03%
2,566
-114
503
$535K 0.03%
5,266
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504
$534K 0.03%
5,051
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505
$534K 0.03%
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-867
506
$533K 0.03%
42,130
+4,585
507
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17,634
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508
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+100
509
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510
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511
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513
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514
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515
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516
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519
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520
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11,004
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521
$498K 0.03%
10,867
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522
$498K 0.03%
28,964
-4,025
523
$497K 0.03%
4,636
+3
524
$493K 0.03%
5,479
-192
525
$493K 0.03%
15,869
19 20
21
22 23