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
726
$283K 0.02%
14,586
-4
727
$283K 0.02%
6,359
728
$283K 0.02%
15,924
+1,800
729
$281K 0.02%
1,393
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730
$280K 0.02%
116,123
+10,532
731
$279K 0.02%
1,257
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732
$279K 0.02%
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733
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734
$277K 0.02%
2,520
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735
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736
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738
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22,687
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739
$272K 0.02%
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-94
740
$271K 0.02%
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741
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743
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744
$268K 0.02%
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$266K 0.02%
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746
$264K 0.02%
5,243
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747
$263K 0.02%
7,982
+2,443
748
$262K 0.02%
1,550
+294
749
$260K 0.01%
2,890
+80
750
$260K 0.01%
8,019
+1,592
28 29
30
31 32