LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
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
+$22.3M
2
+$18.7M
3
+$15M
4
AMZN icon
Amazon
AMZN
+$13.7M
5
MDLA
Medallia, Inc.
MDLA
+$6.24M

Top Sells

1
+$9.08M
2
+$3.68M
3
+$2.28M
4
LSXMA
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
+$1.74M
5
EXPE icon
Expedia Group
EXPE
+$1.26M

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
226
$1.37M 0.08%
42,786
+2,118
227
$1.36M 0.08%
14,203
-180
228
$1.35M 0.08%
7,349
+913
229
$1.33M 0.08%
27,943
+1,715
230
$1.33M 0.08%
9,110
+5,230
231
$1.33M 0.08%
2,891
+361
232
$1.32M 0.08%
12,383
+217
233
$1.31M 0.08%
+35,050
234
$1.31M 0.08%
21,427
+3,736
235
$1.3M 0.08%
47,287
-331
236
$1.3M 0.08%
13,614
+9,340
237
$1.29M 0.08%
16,797
+147
238
$1.29M 0.08%
6,434
+22
239
$1.28M 0.08%
4,470
-705
240
$1.27M 0.08%
9,244
+219
241
$1.27M 0.08%
12,265
+621
242
$1.27M 0.08%
43,937
+3,407
243
$1.27M 0.08%
2,006
+51
244
$1.26M 0.08%
8,908
-145
245
$1.25M 0.08%
42,777
-514
246
$1.25M 0.08%
22,472
+798
247
$1.24M 0.08%
2,223
+254
248
$1.24M 0.08%
5,829
+531
249
$1.23M 0.08%
8,321
+962
250
$1.23M 0.08%
10,661
+311
8 9
10
11 12