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
626
$369K 0.02%
5,081
+125
627
$368K 0.02%
+12,104
628
$367K 0.02%
2,813
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629
$367K 0.02%
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$367K 0.02%
26,636
631
$367K 0.02%
32,592
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$366K 0.02%
6,863
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633
$366K 0.02%
2,218
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$364K 0.02%
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635
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636
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$361K 0.02%
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638
$361K 0.02%
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639
$359K 0.02%
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640
$359K 0.02%
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$359K 0.02%
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$357K 0.02%
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$355K 0.02%
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646
$354K 0.02%
11,206
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$354K 0.02%
5,312
+1,494
648
$354K 0.02%
3,665
+251
649
$354K 0.02%
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-24
650
$354K 0.02%
3,785
+172
24 25
26
27 28