LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.25B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$957M
AUM Growth
+$44.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$8.41M
3
+$3.11M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.92M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$2.36M

Top Sells

1
+$2.8M
2
+$2.6M
3
+$1.84M
4
XOM icon
Exxon Mobil
XOM
+$931K
5
LBRDK icon
Liberty Broadband Class C
LBRDK
+$811K

Sector Composition

1 Technology 16.91%
2 Financials 14.22%
3 Healthcare 10.39%
4 Communication Services 10.35%
5 Consumer Discretionary 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35M 3.65%
625,056
+5,408
2
$29.8M 3.11%
214,406
+2,040
3
$19.6M 2.05%
63
4
$19.4M 2.02%
65,304
+830
5
$19.1M 1.99%
667,365
+503
6
$17.1M 1.78%
228,266
+4,912
7
$14.9M 1.56%
171,800
+2,340
8
$13.3M 1.39%
88,266
+73,903
9
$12.8M 1.33%
255,570
+1,470
10
$11.3M 1.18%
184,340
+12,240
11
$11.1M 1.16%
246,456
12
$10.5M 1.1%
88,029
13
$9.6M 1%
53,916
+2,043
14
$9.4M 0.98%
228,952
+204,620
15
$8.65M 0.9%
66,401
+281
16
$8.42M 0.88%
40,497
+252
17
$8.37M 0.87%
48,626
+1,650
18
$8.36M 0.87%
104,085
+1,231
19
$8.25M 0.86%
63,765
-702
20
$7.82M 0.82%
66,411
+533
21
$6.48M 0.68%
52,128
+442
22
$6.38M 0.67%
27,522
+1,406
23
$6.25M 0.65%
52,736
+454
24
$5.98M 0.62%
121,084
-1,467
25
$5.55M 0.58%
173,607
-1,120
1
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