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
126
$2.49M 0.14%
273,390
+11,678
127
$2.46M 0.14%
19,244
+1,419
128
$2.46M 0.14%
+44,772
129
$2.42M 0.14%
43,613
+208
130
$2.42M 0.14%
18,411
+1,474
131
$2.42M 0.14%
7,569
+175
132
$2.4M 0.14%
21,047
+599
133
$2.37M 0.14%
44,450
+16,200
134
$2.37M 0.14%
29,801
+1,280
135
$2.36M 0.14%
132,105
+20,208
136
$2.35M 0.13%
9,687
-1,763
137
$2.34M 0.13%
9,352
-175
138
$2.33M 0.13%
30,783
+541
139
$2.31M 0.13%
38,933
-3,081
140
$2.3M 0.13%
5,221
+279
141
$2.3M 0.13%
121,310
-1,429
142
$2.29M 0.13%
61,289
+785
143
$2.29M 0.13%
42,735
-2,270
144
$2.29M 0.13%
117,363
+4,807
145
$2.27M 0.13%
19,203
+2,327
146
$2.25M 0.13%
46,172
+284
147
$2.25M 0.13%
13,516
148
$2.25M 0.13%
329,836
+22,106
149
$2.2M 0.13%
20,426
+1,776
150
$2.19M 0.13%
17,615
-36
4 5
6
7 8