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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 10.87%
4 Consumer Discretionary 8.34%
5 Communication Services 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
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-6,232
927
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928
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-5,202
929
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-1,561
930
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-1,015
931
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-474
932
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-10,725
933
– –
-7,686
934
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-1,673
935
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-36
936
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-2,530
937
– –
-2,770
938
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-5,565
939
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-10,213
940
– –
-840
941
– –
-6,901
942
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943
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-955
944
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-8,000
945
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-9,525
946
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-18,604
947
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948
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949
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-3,002
950
– –
-1,071
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