LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.63B
AUM Growth
+$318M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
923
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$17.7M
3
+$14.6M
4
AMZN icon
Amazon
AMZN
+$13.2M
5
MSFT icon
Microsoft
MSFT
+$5.49M

Top Sells

1
+$9.06M
2
+$3.61M
3
+$2.11M
4
LSXMA
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
+$1.67M
5
EXPE icon
Expedia Group
EXPE
+$1.32M

Sector Composition

1 Technology 20.99%
2 Financials 12%
3 Healthcare 11.08%
4 Communication Services 8.97%
5 Consumer Discretionary 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$447K 0.03%
7,490
-101
552
$446K 0.03%
42,501
-2,004
553
$446K 0.03%
22,235
-966
554
$444K 0.03%
9,322
-41
555
$442K 0.03%
+9,008
556
$442K 0.03%
3,426
-159
557
$436K 0.03%
2,498
+631
558
$434K 0.03%
1,191
+279
559
$434K 0.03%
+8,971
560
$433K 0.03%
12,281
+4,123
561
$432K 0.03%
5,540
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562
$431K 0.03%
2,740
+397
563
$431K 0.03%
5,954
-76
564
$431K 0.03%
11,074
+12
565
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3,680
+327
566
$429K 0.03%
8,602
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567
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568
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10,982
-179
569
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4,055
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570
$426K 0.03%
16,203
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571
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5,239
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572
$421K 0.03%
+38,373
573
$421K 0.03%
6,415
574
$420K 0.03%
13,770
+393
575
$420K 0.03%
4,366
+421
21 22
23
24 25