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 20.97%
2 Financials 12%
3 Healthcare 11.1%
4 Communication Services 8.97%
5 Consumer Discretionary 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$216K 0.01%
+2,031
827
$215K 0.01%
+4,080
828
$215K 0.01%
+2,786
829
$215K 0.01%
594
-988
830
$215K 0.01%
6,503
831
$214K 0.01%
20,109
+4,909
832
$214K 0.01%
+4,099
833
$214K 0.01%
+1,530
834
$212K 0.01%
+1,145
835
$212K 0.01%
458
-90
836
$212K 0.01%
+1,609
837
$211K 0.01%
+1,755
838
$211K 0.01%
2,570
-14
839
$211K 0.01%
1,532
+146
840
$211K 0.01%
+2,249
841
$210K 0.01%
+2,925
842
$210K 0.01%
3,029
843
$209K 0.01%
73,505
+14,684
844
$208K 0.01%
+2,140
845
$208K 0.01%
3,635
-270
846
$208K 0.01%
+5,851
847
$206K 0.01%
4,754
-562
848
$206K 0.01%
3,923
-277
849
$205K 0.01%
+1,211
850
$204K 0.01%
1,638
-373
32 33
34
35 36