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
826
$219K 0.01%
635
+45
827
$219K 0.01%
+1,471
828
$218K 0.01%
+9,468
829
$217K 0.01%
28,179
-1,618
830
$217K 0.01%
+4,686
831
$216K 0.01%
+6,443
832
$216K 0.01%
2,764
+116
833
$215K 0.01%
+1,991
834
$214K 0.01%
1,313
+3
835
$214K 0.01%
9,184
+191
836
$212K 0.01%
8,270
+3,476
837
$211K 0.01%
4,080
838
$210K 0.01%
3,923
+56
839
$208K 0.01%
1,195
-4
840
$207K 0.01%
936
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841
$207K 0.01%
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842
$206K 0.01%
1,724
-235
843
$206K 0.01%
2,319
-2,181
844
$205K 0.01%
5,862
+19
845
$205K 0.01%
18,760
+4,181
846
$205K 0.01%
1,356
-25
847
$205K 0.01%
5,888
+71
848
$205K 0.01%
2,423
+134
849
$205K 0.01%
2,590
-301
850
$204K 0.01%
+1,587
32 33
34
35 36