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
801
$233K 0.01%
9,100
-5,647
802
$233K 0.01%
1,116
-4
803
$233K 0.01%
+3,910
804
$232K 0.01%
2,050
+154
805
$232K 0.01%
+13,667
806
$229K 0.01%
6,807
+560
807
$229K 0.01%
10,000
808
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+8,017
809
$228K 0.01%
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810
$228K 0.01%
50,300
+30,755
811
$228K 0.01%
88,549
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812
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813
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814
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9,039
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815
$225K 0.01%
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816
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817
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46,250
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818
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5,000
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820
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821
$222K 0.01%
1,464
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822
$222K 0.01%
+5,724
823
$220K 0.01%
+2,812
824
$220K 0.01%
3,083
+38
825
$219K 0.01%
+4,008
31 32
33
34 35