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
651
$353K 0.02%
5,954
+19
652
$353K 0.02%
1,693
+243
653
$352K 0.02%
16,714
+717
654
$352K 0.02%
14,857
+158
655
$352K 0.02%
11,065
+918
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
+302
664
$343K 0.02%
8,031
+712
665
$342K 0.02%
1,734
+42
666
$341K 0.02%
5,573
+947
667
$341K 0.02%
3,911
-160
668
$341K 0.02%
18,345
-833
669
$340K 0.02%
11,730
+4,475
670
$338K 0.02%
3,571
-184
671
$338K 0.02%
822
+44
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