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
$957M
AUM Growth
+$44.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$8.41M
3
+$3.11M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.92M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$2.36M

Top Sells

1
+$2.8M
2
+$2.6M
3
+$1.84M
4
XOM icon
Exxon Mobil
XOM
+$931K
5
LBRDK icon
Liberty Broadband Class C
LBRDK
+$811K

Sector Composition

1 Technology 16.91%
2 Financials 14.22%
3 Healthcare 10.39%
4 Communication Services 10.35%
5 Consumer Discretionary 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.79M 0.4%
22,660
+2,323
52
$3.73M 0.39%
67,786
-2,804
53
$3.67M 0.38%
154,096
-297
54
$3.63M 0.38%
12,605
+908
55
$3.63M 0.38%
28,061
+360
56
$3.62M 0.38%
22,361
+296
57
$3.61M 0.38%
120,205
+636
58
$3.53M 0.37%
37,571
+716
59
$3.41M 0.36%
25,368
+7,352
60
$3.38M 0.35%
38,940
+1,857
61
$3.38M 0.35%
40,365
+2,968
62
$3.37M 0.35%
48,744
+138
63
$3.34M 0.35%
53,760
-120
64
$3.32M 0.35%
50,873
+2,867
65
$3.28M 0.34%
31,638
+1,112
66
$3.25M 0.34%
80,695
+72,414
67
$3.11M 0.32%
+52,479
68
$3.06M 0.32%
22,783
+1,496
69
$2.99M 0.31%
20,155
+869
70
$2.94M 0.31%
119,470
71
$2.92M 0.31%
17,377
+1,738
72
$2.92M 0.3%
49,623
-4,030
73
$2.89M 0.3%
14,947
+822
74
$2.88M 0.3%
17,847
+293
75
$2.85M 0.3%
32,273
+2,516
1 2
3
4 5