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
126
$1.72M 0.19%
12,505
+441
127
$1.7M 0.19%
14,656
+420
128
$1.67M 0.18%
159,070
+13,455
129
$1.66M 0.18%
31,347
+527
130
$1.65M 0.18%
17,184
+168
131
$1.64M 0.18%
29,343
+442
132
$1.63M 0.18%
7,156
+58
133
$1.62M 0.18%
32,473
+1,306
134
$1.62M 0.18%
18,650
+2,777
135
$1.61M 0.18%
80,614
+12,769
136
$1.6M 0.18%
8,121
+336
137
$1.59M 0.17%
+51,812
138
$1.58M 0.17%
54,860
-3,140
139
$1.58M 0.17%
36,422
+874
140
$1.57M 0.17%
9,950
-330
141
$1.55M 0.17%
15,358
+1,077
142
$1.54M 0.17%
13,348
+62
143
$1.54M 0.17%
41,423
144
$1.54M 0.17%
14,870
+284
145
$1.52M 0.17%
7,441
+127
146
$1.5M 0.16%
7,292
-16
147
$1.48M 0.16%
27,157
+6,888
148
$1.46M 0.16%
40,344
+1,941
149
$1.43M 0.16%
22,910
+2,562
150
$1.41M 0.15%
29,850
-2,747
4 5
6
7 8