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
201
$1.67M 0.1%
10,323
+42
202
$1.67M 0.1%
6,687
-78
203
$1.66M 0.1%
20,147
-1,348
204
$1.66M 0.1%
99,401
-1,749
205
$1.65M 0.09%
4,883
-39
206
$1.64M 0.09%
28,622
+5,606
207
$1.63M 0.09%
9,516
+204
208
$1.61M 0.09%
6,720
-118
209
$1.61M 0.09%
5,247
+171
210
$1.59M 0.09%
9,031
+275
211
$1.59M 0.09%
22,118
+2,286
212
$1.58M 0.09%
7,708
+367
213
$1.58M 0.09%
6,318
+159
214
$1.58M 0.09%
12,288
+1,218
215
$1.56M 0.09%
8,548
+476
216
$1.54M 0.09%
31,182
+4,843
217
$1.54M 0.09%
29,399
+2,652
218
$1.53M 0.09%
11,310
-1,481
219
$1.53M 0.09%
28,702
+797
220
$1.52M 0.09%
12,918
-333
221
$1.52M 0.09%
6,065
+261
222
$1.5M 0.09%
8,133
-355
223
$1.5M 0.09%
4,138
+30
224
$1.5M 0.09%
27,830
+850
225
$1.49M 0.09%
32,230
+4,571
7 8
9
10 11