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
651
$170K 0.02%
+14,486
652
$161K 0.02%
12,049
+773
653
$157K 0.02%
+12,629
654
$157K 0.02%
11,780
655
$156K 0.02%
29,756
-10,026
656
$155K 0.02%
13,121
+216
657
$154K 0.02%
10,966
658
$150K 0.02%
10,000
659
$150K 0.02%
12,302
+300
660
$150K 0.02%
17,374
+1,106
661
$147K 0.02%
+10,770
662
$142K 0.02%
10,729
663
$142K 0.02%
10,250
664
$141K 0.02%
11,482
665
$129K 0.01%
17,832
-57
666
$129K 0.01%
43,482
-28,330
667
$128K 0.01%
16,503
-42,017
668
$126K 0.01%
29,540
-11,481
669
$112K 0.01%
5,580
-4
670
$97K 0.01%
18,566
+6,182
671
$96K 0.01%
17,446
+4,617
672
$86K 0.01%
15,687
+525
673
$83K 0.01%
17,359
+1,119
674
$74K 0.01%
56
675
$60K 0.01%
+10,899
25 26
27
28 29