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
301
$974K 0.06%
28,957
+128
302
$973K 0.06%
6,124
+668
303
$972K 0.06%
8,102
+1,459
304
$970K 0.06%
+7,887
305
$967K 0.06%
247,682
+10,076
306
$966K 0.06%
189,786
+19
307
$962K 0.06%
645
-2
308
$961K 0.06%
11,274
+2,432
309
$957K 0.06%
4,692
+638
310
$957K 0.06%
9,338
+902
311
$956K 0.06%
118,797
+1,520
312
$951K 0.06%
9,632
+1,761
313
$950K 0.06%
98,416
+2,247
314
$948K 0.06%
55,960
-1,090
315
$947K 0.06%
8,236
+2,745
316
$944K 0.06%
11,722
+105
317
$941K 0.06%
6,024
+24
318
$941K 0.06%
5,793
+128
319
$940K 0.06%
2,147
+112
320
$939K 0.06%
18,880
+1,444
321
$935K 0.06%
4,148
+1,282
322
$931K 0.06%
3,739
+19
323
$925K 0.06%
2,346
+133
324
$924K 0.06%
2,387
-139
325
$922K 0.06%
9,111
+845
11 12
13
14 15