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
926
– –
-2,747
927
– –
-2,415
928
– –
-2,700
929
– –
-7,637
930
– –
-6,232
931
– –
-24,334
932
– –
-5,202
933
– –
-1,561
934
– –
-1,015
935
– –
-474
936
– –
-10,725
937
– –
-7,686
938
– –
-1,673
939
– –
-10,531
940
– –
-36
941
– –
-2,530
942
– –
-2,770
943
– –
-5,565
944
– –
-840
945
– –
-6,901
946
– –
-1,012
947
– –
-955
948
– –
-8,000
949
– –
-9,525
950
– –
-18,604
35 36 37
38
39