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 10.88%
4 Consumer Discretionary 8.34%
5 Communication Services 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$79K ﹤0.01%
8
902
$74K ﹤0.01%
18,525
+877
903
$74K ﹤0.01%
24,369
-2,920
904
$66K ﹤0.01%
+11,473
905
$66K ﹤0.01%
16,904
+3,819
906
$56K ﹤0.01%
237
-12
907
$50K ﹤0.01%
+10,888
908
$43K ﹤0.01%
26,625
909
$40K ﹤0.01%
+1,798
910
$28K ﹤0.01%
17,746
+4,392
911
$16K ﹤0.01%
13
912
$16K ﹤0.01%
+1
913
– –
0
914
$15K ﹤0.01%
+80
915
– –
-366
916
– –
-2,415
917
– –
-2,700
918
– –
-16,228
919
– –
-2,876
920
– –
-727
921
– –
-3,368
922
– –
-1,307
923
– –
-5,424
924
– –
-2,459
925
– –
-745
35 36
37
38 39