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
876
$134K 0.01%
+7,917
877
$133K 0.01%
11,830
-4,648
878
$132K 0.01%
13,431
-1,710
879
$130K 0.01%
+10,674
880
$128K 0.01%
+11,144
881
$128K 0.01%
+10,230
882
$126K 0.01%
+13,360
883
$124K 0.01%
15,003
884
$121K 0.01%
+10,592
885
$119K 0.01%
39,579
+12,046
886
$107K 0.01%
14,042
-2,777
887
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11,876
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$102K 0.01%
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889
$102K 0.01%
19,680
-14,904
890
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+11,837
891
$96K 0.01%
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892
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10,000
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$86K ﹤0.01%
1,303
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895
$86K ﹤0.01%
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896
$84K ﹤0.01%
2,907
-1
897
$84K ﹤0.01%
15,771
+1,000
898
$84K ﹤0.01%
12,500
-7,700
899
$81K ﹤0.01%
13,711
+3,002
900
$80K ﹤0.01%
17,497
-2,688
34 35
36
37 38