LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
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
+$25.5M
2
+$2.84M
3
+$2.38M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$1.92M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.69M

Top Sells

1
+$1.75M
2
+$1.55M
3
+$1.31M
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$1.3M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.2M

Sector Composition

1 Technology 23.8%
2 Financials 12.42%
3 Healthcare 10.87%
4 Consumer Discretionary 8.34%
5 Communication Services 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$260K 0.01%
1,885
+149
752
$259K 0.01%
8,219
+11
753
$259K 0.01%
+5,270
754
$259K 0.01%
+471
755
$259K 0.01%
+4,598
756
$259K 0.01%
+15,916
757
$258K 0.01%
+3,206
758
$258K 0.01%
4,516
+369
759
$257K 0.01%
4,849
-710
760
$257K 0.01%
3,970
761
$257K 0.01%
10,514
+128
762
$257K 0.01%
1,556
+17
763
$256K 0.01%
1,274
+72
764
$256K 0.01%
3,149
+74
765
$255K 0.01%
18,055
-19,348
766
$255K 0.01%
6,875
-464
767
$254K 0.01%
44,629
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768
$254K 0.01%
4,199
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769
$253K 0.01%
32,290
-12,398
770
$251K 0.01%
579
-19
771
$250K 0.01%
28,200
-10,173
772
$249K 0.01%
1,499
-4
773
$248K 0.01%
5,910
+125
774
$247K 0.01%
1,610
-81
775
$247K 0.01%
1,854
+138
29 30
31
32 33