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
$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
1
$144M 8.26%
825,500
+151,431
2
$77.4M 4.44%
340,118
-6,905
3
$69.3M 3.97%
224,720
+4,833
4
$45.9M 2.63%
281,620
+1,480
5
$38.9M 2.23%
86,178
+263
6
$33.3M 1.91%
63
-1
7
$32.2M 1.85%
231,700
+9,520
8
$29.6M 1.69%
615,639
-5,730
9
$24.3M 1.39%
239,949
+14,741
10
$22.5M 1.29%
101,182
-65
11
$19.8M 1.13%
56,075
+5,237
12
$19.3M 1.11%
53,799
+1,938
13
$17.8M 1.02%
653,420
+20,450
14
$17.3M 0.99%
77,899
-4,674
15
$14.6M 0.84%
82,342
+4,178
16
$14.4M 0.82%
103,060
+3,440
17
$13.2M 0.76%
317,534
+67
18
$12.4M 0.71%
24,362
+733
19
$12.3M 0.71%
161,385
20
$12.2M 0.7%
78,384
21
$11.5M 0.66%
51,710
+523
22
$10.8M 0.62%
78,790
+19,628
23
$10.3M 0.59%
75,399
+853
24
$9.99M 0.57%
95,871
-882
25
$9.74M 0.56%
32,544
+1,199
1
2 3 4 5