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
176
$1.2M 0.13%
111,751
+6,937
177
$1.19M 0.13%
8,463
+147
178
$1.18M 0.13%
29,849
+10,113
179
$1.17M 0.13%
12,689
+362
180
$1.16M 0.13%
20,783
+2,903
181
$1.15M 0.13%
11,644
+291
182
$1.15M 0.13%
16,798
+3,098
183
$1.15M 0.13%
7,277
-1,200
184
$1.14M 0.12%
25,936
+602
185
$1.14M 0.12%
12,447
+191
186
$1.13M 0.12%
15,994
+677
187
$1.12M 0.12%
6,888
188
$1.11M 0.12%
3,448
+107
189
$1.11M 0.12%
6,374
+1
190
$1.11M 0.12%
10,963
+285
191
$1.11M 0.12%
4,169
-81
192
$1.08M 0.12%
16,264
+588
193
$1.08M 0.12%
23,972
+2,568
194
$1.07M 0.12%
+18,000
195
$1.07M 0.12%
13,010
+184
196
$1.04M 0.11%
12,762
+685
197
$1.04M 0.11%
12,499
+76
198
$1.04M 0.11%
11,083
-690
199
$1.04M 0.11%
5,041
+3,046
200
$1.03M 0.11%
6,375
+491
6 7
8
9 10