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
151
$1.4M 0.15%
17,456
+163
152
$1.39M 0.15%
25,761
+989
153
$1.36M 0.15%
108,189
+10,704
154
$1.33M 0.15%
14,439
+1,624
155
$1.33M 0.15%
34,281
+7,111
156
$1.33M 0.15%
14,683
+676
157
$1.32M 0.14%
12,951
+621
158
$1.32M 0.14%
3,330
+209
159
$1.29M 0.14%
6,216
+419
160
$1.29M 0.14%
52,819
+4,168
161
$1.28M 0.14%
31,964
+205
162
$1.28M 0.14%
+11,894
163
$1.27M 0.14%
8,657
+190
164
$1.26M 0.14%
11,137
+470
165
$1.26M 0.14%
17,618
+682
166
$1.26M 0.14%
29,670
+3,067
167
$1.25M 0.14%
22,794
+720
168
$1.25M 0.14%
9,345
+239
169
$1.24M 0.14%
2,652
+264
170
$1.23M 0.13%
+34,633
171
$1.23M 0.13%
280,613
+11,555
172
$1.23M 0.13%
7,503
173
$1.22M 0.13%
6,136
+69
174
$1.2M 0.13%
7,948
+210
175
$1.2M 0.13%
30,334
+5,084
5 6
7
8 9