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
676
$53K 0.01%
363
-144
677
$45K ﹤0.01%
+14,101
678
$25K ﹤0.01%
26,625
679
$13K ﹤0.01%
111
680
– –
-17,955
681
– –
-12,032
682
– –
-1,228
683
– –
-4,321
684
– –
-1,565
685
– –
-7,440
686
– –
-4,855
687
– –
-30,419
688
– –
-22,476
689
– –
-2,649
690
– –
-11,404
691
– –
-17,301
692
– –
-3,500
693
– –
-1,758
694
– –
-3,993
695
– –
-14,298
696
– –
-1,555
697
– –
-1,595
698
– –
-23,850
699
– –
-6,450
700
– –
-2,585
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