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
901
$78K ﹤0.01%
+13,697
902
$77K ﹤0.01%
16,425
-7,824
903
$73K ﹤0.01%
+2,747
904
$42K ﹤0.01%
1
905
$37K ﹤0.01%
26,625
906
$32K ﹤0.01%
10,781
-7,311
907
– –
-859
908
– –
-3,068
909
– –
-7,343
910
– –
-5,397
911
– –
-1,839
912
– –
-10,674
913
– –
-1,623
914
– –
-8,400
915
– –
-2,057
916
– –
-8,929
917
– –
-2,066
918
– –
-26,339
919
– –
-1,194
920
– –
-6,679
921
– –
-1,065
922
– –
-4,377
923
– –
-6,476
33 34 35 36
37