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
201
$1.03M 0.11%
5,287
+145
202
$1.02M 0.11%
7,598
-375
203
$1.01M 0.11%
24,332
+1,149
204
$1.01M 0.11%
4,458
+130
205
$1.01M 0.11%
11,376
+2,893
206
$997K 0.11%
14,486
+423
207
$991K 0.11%
2,768
-455
208
$989K 0.11%
4,723
+13
209
$987K 0.11%
29,692
+7,153
210
$975K 0.11%
132,211
+9,043
211
$969K 0.11%
6,478
+202
212
$961K 0.11%
26,737
+1,168
213
$961K 0.11%
19,567
+250
214
$953K 0.1%
27,329
+1,296
215
$949K 0.1%
17,456
+1,626
216
$942K 0.1%
10,113
-934
217
$935K 0.1%
7,616
+389
218
$917K 0.1%
12,637
+4,664
219
$915K 0.1%
5,991
+3
220
$913K 0.1%
11,194
+224
221
$905K 0.1%
823
+36
222
$903K 0.1%
45,116
+3,895
223
$902K 0.1%
16,317
+348
224
$898K 0.1%
20,888
+513
225
$897K 0.1%
127,074
+21,613
7 8
9
10 11