LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
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
+$25.5M
2
+$2.84M
3
+$2.38M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$1.92M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.69M

Top Sells

1
+$1.75M
2
+$1.55M
3
+$1.31M
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$1.3M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.2M

Sector Composition

1 Technology 23.8%
2 Financials 12.42%
3 Healthcare 10.87%
4 Consumer Discretionary 8.34%
5 Communication Services 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$353K 0.02%
1,693
+243
652
$353K 0.02%
5,954
+19
653
$352K 0.02%
11,065
+918
654
$352K 0.02%
14,857
+158
655
$352K 0.02%
16,714
+717
656
$351K 0.02%
4,204
+174
657
$351K 0.02%
15,000
658
$350K 0.02%
10,026
+621
659
$349K 0.02%
3,110
-223
660
$348K 0.02%
17,742
+2,907
661
$348K 0.02%
8,416
-61
662
$346K 0.02%
26,197
+4,797
663
$344K 0.02%
2,711
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664
$343K 0.02%
8,031
+712
665
$342K 0.02%
1,734
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666
$341K 0.02%
3,911
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667
$341K 0.02%
18,345
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668
$341K 0.02%
5,573
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669
$340K 0.02%
11,730
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670
$338K 0.02%
3,571
-184
671
$338K 0.02%
822
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672
$337K 0.02%
23,952
-3,678
673
$336K 0.02%
10,292
-635
674
$335K 0.02%
12,009
675
$334K 0.02%
4,794
+114
25 26
27
28 29