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
$913M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$6.88M
3
+$4.09M
4
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
+$3.62M
5
LBTYK icon
Liberty Global Class C
LBTYK
+$3.12M

Top Sells

1
+$2.51M
2
+$1.93M
3
+$1.65M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$1.25M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.19M

Sector Composition

1 Technology 16.88%
2 Financials 14.89%
3 Communication Services 11.18%
4 Healthcare 10.81%
5 Consumer Discretionary 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.64M 0.29%
21,287
+889
77
$2.62M 0.29%
15,639
-238
78
$2.6M 0.28%
14,125
-249
79
$2.58M 0.28%
8,800
+126
80
$2.5M 0.27%
9,580
+961
81
$2.5M 0.27%
29,757
-2,139
82
$2.49M 0.27%
17,197
-464
83
$2.46M 0.27%
18,631
+931
84
$2.41M 0.26%
11,788
+364
85
$2.41M 0.26%
13,797
+315
86
$2.36M 0.26%
22,946
+17,893
87
$2.31M 0.25%
13,410
-771
88
$2.29M 0.25%
9,333
+372
89
$2.29M 0.25%
18,524
+509
90
$2.21M 0.24%
30,403
+1,063
91
$2.2M 0.24%
12,781
+258
92
$2.2M 0.24%
41,956
+2,850
93
$2.2M 0.24%
19,817
+4
94
$2.17M 0.24%
41,366
+4,840
95
$2.16M 0.24%
14,363
+1,717
96
$2.15M 0.23%
41,377
+432
97
$2.13M 0.23%
5,846
+1,824
98
$2.12M 0.23%
26,662
+2,409
99
$2.11M 0.23%
10,498
+794
100
$2.09M 0.23%
21,415
+1,663
2 3
4
5 6