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
526
$307K 0.03%
6,774
+464
527
$307K 0.03%
18,185
528
$304K 0.03%
10,489
+848
529
$304K 0.03%
16,678
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530
$302K 0.03%
26,033
+963
531
$301K 0.03%
3,204
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532
$301K 0.03%
23,106
+5,533
533
$301K 0.03%
3,075
+190
534
$299K 0.03%
5,948
+464
535
$298K 0.03%
2,342
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536
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3,100
537
$297K 0.03%
6,000
538
$297K 0.03%
13,800
539
$296K 0.03%
4,448
+421
540
$295K 0.03%
7,350
541
$295K 0.03%
16,353
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542
$295K 0.03%
7,172
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543
$292K 0.03%
2,262
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544
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4,096
-772
545
$292K 0.03%
3,366
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546
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+20,000
547
$292K 0.03%
5,239
+474
548
$289K 0.03%
11,211
+2,042
549
$288K 0.03%
24,534
+138
550
$288K 0.03%
3,286
+191
20 21
22
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