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
276
$1.08M 0.07%
47,378
+2,905
277
$1.08M 0.07%
+21,210
278
$1.07M 0.07%
7,623
-221
279
$1.07M 0.07%
26,700
+3,182
280
$1.06M 0.06%
8,304
+191
281
$1.06M 0.06%
4,883
+476
282
$1.05M 0.06%
17,435
+125
283
$1.05M 0.06%
1,978
-3
284
$1.04M 0.06%
9,278
+446
285
$1.04M 0.06%
5,977
+118
286
$1.04M 0.06%
7,759
+3,954
287
$1.04M 0.06%
5,010
+138
288
$1.03M 0.06%
23,985
+1,176
289
$1.02M 0.06%
740
+11
290
$1.02M 0.06%
13,127
+1,893
291
$1.02M 0.06%
2,026
+22
292
$1.01M 0.06%
2,149
-55
293
$1.01M 0.06%
9,639
+227
294
$1M 0.06%
19,525
+708
295
$996K 0.06%
14,508
+240
296
$996K 0.06%
3,242
-239
297
$994K 0.06%
5,707
+89
298
$978K 0.06%
58,090
+16,714
299
$976K 0.06%
101,836
-555
300
$975K 0.06%
141,471
+8,435
10 11
12
13 14