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
151
$2.18M 0.13%
3,921
+338
152
$2.16M 0.12%
31,112
-6,220
153
$2.14M 0.12%
22,789
+811
154
$2.14M 0.12%
19,282
-1,197
155
$2.13M 0.12%
39,885
+1,579
156
$2.12M 0.12%
23,200
-222
157
$2.11M 0.12%
8,135
+295
158
$2.11M 0.12%
7,339
+58
159
$2.11M 0.12%
34,225
160
$2.08M 0.12%
4,777
+240
161
$2.06M 0.12%
144,207
+72,282
162
$2.06M 0.12%
33,996
+1,197
163
$2.06M 0.12%
15,074
+95
164
$2.06M 0.12%
3,767
+27
165
$2.04M 0.12%
21,106
166
$2.02M 0.12%
44,396
-8,453
167
$1.99M 0.11%
9,511
+788
168
$1.99M 0.11%
12,056
+820
169
$1.98M 0.11%
13,048
-181
170
$1.96M 0.11%
14,642
+677
171
$1.92M 0.11%
23,928
-94
172
$1.92M 0.11%
+17,394
173
$1.91M 0.11%
13,977
+11
174
$1.9M 0.11%
50,482
+883
175
$1.88M 0.11%
802
+35
5 6
7
8 9