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
626
$216K 0.02%
15,360
627
$215K 0.02%
783
+2
628
$214K 0.02%
+2,386
629
$214K 0.02%
2,453
630
$213K 0.02%
2,629
+115
631
$213K 0.02%
12,057
632
$211K 0.02%
+1,731
633
$211K 0.02%
+3,533
634
$211K 0.02%
+6,417
635
$209K 0.02%
16,050
636
$208K 0.02%
4,623
+51
637
$206K 0.02%
+7,915
638
$205K 0.02%
+5,306
639
$205K 0.02%
4,606
+25
640
$204K 0.02%
4,084
-12
641
$201K 0.02%
+4,282
642
$197K 0.02%
101,519
+12,646
643
$194K 0.02%
17,543
-125
644
$194K 0.02%
7,571
-3,785
645
$194K 0.02%
10,332
+103
646
$192K 0.02%
18,547
+425
647
$184K 0.02%
23,112
+6,727
648
$184K 0.02%
14,909
-3,690
649
$184K 0.02%
30,102
+3,809
650
$182K 0.02%
33,584
+1,506
24 25
26
27 28