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
51
$5.28M 0.3%
85,134
+6,997
52
$5.21M 0.3%
93,874
+2,332
53
$5.2M 0.3%
70,590
-3,326
54
$5.13M 0.29%
7,680
+34
55
$5.12M 0.29%
50,558
+7,011
56
$5.12M 0.29%
103,304
+8,035
57
$5.01M 0.29%
23,597
-55
58
$4.99M 0.29%
12,167
+3,235
59
$4.73M 0.27%
100,964
+1,733
60
$4.72M 0.27%
17,005
-1,642
61
$4.71M 0.27%
56,883
+527
62
$4.67M 0.27%
63,911
+4,242
63
$4.65M 0.27%
25,342
+647
64
$4.63M 0.27%
28,690
+1,302
65
$4.59M 0.26%
30,018
-1,233
66
$4.5M 0.26%
54,485
-3,562
67
$4.44M 0.25%
52,675
+6,595
68
$4.34M 0.25%
47,680
+495
69
$4.33M 0.25%
68,740
+6,260
70
$4.33M 0.25%
173,886
+7,890
71
$4.2M 0.24%
8,738
-364
72
$4.17M 0.24%
17,256
+935
73
$4.14M 0.24%
81,239
+2,832
74
$4.13M 0.24%
37,726
+9,528
75
$4.11M 0.24%
19,362
+161
1 2
3
4 5