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
851
$204K 0.01%
5,588
-9
852
$204K 0.01%
+1,268
853
$204K 0.01%
+3,486
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$202K 0.01%
4,366
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855
$202K 0.01%
26,625
+12,760
856
$201K 0.01%
+3,469
857
$201K 0.01%
7,123
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858
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859
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865
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869
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22,738
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$159K 0.01%
14,602
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$153K 0.01%
129
-16
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$145K 0.01%
+4,000
874
$145K 0.01%
17,173
+806
875
$140K 0.01%
+12,000
33 34
35
36 37