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
101
$2.08M 0.23%
50,664
+2,011
102
$2.05M 0.22%
45,291
+761
103
$1.99M 0.22%
77,160
+6
104
$1.98M 0.22%
24,205
-1,008
105
$1.97M 0.22%
4,064
-10
106
$1.94M 0.21%
31,991
+2,198
107
$1.93M 0.21%
25,316
+4,594
108
$1.92M 0.21%
46,436
+628
109
$1.91M 0.21%
37,292
+1,084
110
$1.9M 0.21%
462,800
+25,440
111
$1.9M 0.21%
23,698
+1,748
112
$1.89M 0.21%
1,007
+109
113
$1.86M 0.2%
69,118
+58,005
114
$1.86M 0.2%
6,600
+868
115
$1.85M 0.2%
30,412
-413
116
$1.84M 0.2%
38,532
+28,010
117
$1.83M 0.2%
13,413
+11
118
$1.82M 0.2%
11,373
+738
119
$1.78M 0.19%
17,615
-17
120
$1.78M 0.19%
30,456
+1,481
121
$1.78M 0.19%
48,618
+4,921
122
$1.75M 0.19%
10,534
+3,249
123
$1.72M 0.19%
47,572
+35,515
124
$1.72M 0.19%
67,318
+2,324
125
$1.72M 0.19%
21,872
-407
3 4
5
6 7