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
801
$229K 0.01%
+411
802
$228K 0.01%
52,233
+738
803
$228K 0.01%
15,927
-1,589
804
$227K 0.01%
7,357
+94
805
$227K 0.01%
4,312
+831
806
$226K 0.01%
+387
807
$226K 0.01%
+2,195
808
$225K 0.01%
4,075
+4
809
$225K 0.01%
4,300
+23
810
$224K 0.01%
+5,765
811
$224K 0.01%
3,714
+73
812
$224K 0.01%
+5,996
813
$223K 0.01%
+3,486
814
$223K 0.01%
3,525
+73
815
$222K 0.01%
28,324
+198
816
$222K 0.01%
2,871
-133
817
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2,278
-20
818
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+18,250
819
$221K 0.01%
+142
820
$221K 0.01%
2,549
821
$219K 0.01%
+2,647
822
$218K 0.01%
5,430
+56
823
$218K 0.01%
+6,474
824
$218K 0.01%
7,539
-3,741
825
$217K 0.01%
+1,307
31 32
33
34 35