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
251
$1.22M 0.07%
92,383
+815
252
$1.22M 0.07%
5,928
-7
253
$1.22M 0.07%
82,900
+985
254
$1.21M 0.07%
+15,325
255
$1.2M 0.07%
2,779
+390
256
$1.2M 0.07%
4,899
-2,626
257
$1.19M 0.07%
34,740
+12,566
258
$1.19M 0.07%
10,706
-120
259
$1.19M 0.07%
33,007
-26,524
260
$1.18M 0.07%
7,880
+66
261
$1.17M 0.07%
7,598
+1,537
262
$1.16M 0.07%
12,039
+498
263
$1.15M 0.07%
17,631
+907
264
$1.14M 0.07%
22,116
+366
265
$1.13M 0.07%
21,051
+289
266
$1.13M 0.07%
5,703
+73
267
$1.12M 0.07%
18,953
+5,904
268
$1.11M 0.07%
32,365
+258
269
$1.1M 0.07%
8,078
+415
270
$1.1M 0.07%
77,405
-2,229
271
$1.09M 0.07%
10,232
+4,192
272
$1.09M 0.07%
8,604
+115
273
$1.09M 0.07%
47,784
-2,768
274
$1.08M 0.07%
7,728
+397
275
$1.08M 0.07%
2,978
+113
9 10
11
12 13