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
176
$1.88M 0.11%
36,567
+580
177
$1.86M 0.11%
38,492
-321
178
$1.86M 0.11%
29,596
-20
179
$1.85M 0.11%
9,794
-292
180
$1.83M 0.1%
5,609
+143
181
$1.82M 0.1%
8,524
+868
182
$1.81M 0.1%
26,727
+3,423
183
$1.8M 0.1%
53,981
+897
184
$1.79M 0.1%
6,279
-103
185
$1.79M 0.1%
12,123
+699
186
$1.77M 0.1%
40,569
-3,147
187
$1.77M 0.1%
5,879
+403
188
$1.77M 0.1%
89,691
+1,497
189
$1.76M 0.1%
4,803
+284
190
$1.75M 0.1%
9,913
-104
191
$1.75M 0.1%
42,352
+1,389
192
$1.74M 0.1%
21,960
+1,063
193
$1.74M 0.1%
50,773
+2,173
194
$1.73M 0.1%
13,068
+409
195
$1.72M 0.1%
15,230
+1,201
196
$1.7M 0.1%
29,687
+1,604
197
$1.69M 0.1%
2,418
+108
198
$1.68M 0.1%
38,900
+161
199
$1.68M 0.1%
8,773
-375
200
$1.68M 0.1%
21,513
+252
6 7
8
9 10