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
101
$3.07M 0.18%
44,598
+2,983
102
$3.07M 0.18%
13,782
+208
103
$3.06M 0.18%
137,223
104
$3.02M 0.17%
14,700
-673
105
$2.98M 0.17%
14,697
+272
106
$2.98M 0.17%
109,774
+39
107
$2.97M 0.17%
40,307
+17,949
108
$2.96M 0.17%
29,246
+802
109
$2.96M 0.17%
26,636
+3,417
110
$2.95M 0.17%
16,004
+990
111
$2.91M 0.17%
7,010
+338
112
$2.85M 0.16%
32,640
-929
113
$2.85M 0.16%
13,297
+689
114
$2.83M 0.16%
10,585
+641
115
$2.82M 0.16%
58,146
+4,772
116
$2.78M 0.16%
25,194
+676
117
$2.73M 0.16%
61,353
+7,021
118
$2.64M 0.15%
44,676
+1,790
119
$2.62M 0.15%
30,120
-145
120
$2.59M 0.15%
45,006
+9,419
121
$2.53M 0.15%
23,283
+1,189
122
$2.53M 0.15%
3,883
+17
123
$2.53M 0.14%
81,293
+677
124
$2.52M 0.14%
19,211
+33
125
$2.51M 0.14%
3,289
-46
3 4
5
6 7