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
76
$4.08M 0.23%
35,303
+1,893
77
$4.08M 0.23%
17,936
-166
78
$4.08M 0.23%
22,608
-812
79
$4.06M 0.23%
77,602
-139
80
$4.01M 0.23%
45,685
+1,424
81
$4.01M 0.23%
88,768
-25,524
82
$3.98M 0.23%
38,376
-2,844
83
$3.97M 0.23%
21,246
+1,016
84
$3.94M 0.23%
59,446
+2,939
85
$3.92M 0.22%
190,825
+1,680
86
$3.88M 0.22%
16,198
-86
87
$3.82M 0.22%
45,099
+1,149
88
$3.81M 0.22%
18,825
-372
89
$3.69M 0.21%
7,513
-20
90
$3.63M 0.21%
27,499
+1,108
91
$3.61M 0.21%
7,348
+537
92
$3.59M 0.21%
45,971
+1,115
93
$3.54M 0.2%
35,737
+5,308
94
$3.34M 0.19%
10,108
+7
95
$3.24M 0.19%
12,897
+131
96
$3.23M 0.19%
48,670
-3,947
97
$3.21M 0.18%
51,242
-216
98
$3.2M 0.18%
88,245
+1,329
99
$3.18M 0.18%
16,333
+279
100
$3.14M 0.18%
18,988
-75
2 3
4
5 6