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
326
$920K 0.06%
24,008
+3,014
327
$919K 0.06%
4,803
+45
328
$913K 0.06%
3,729
+131
329
$911K 0.06%
22,274
+3,685
330
$911K 0.06%
13,443
+1,661
331
$910K 0.06%
15,873
+385
332
$903K 0.06%
6,001
+1,478
333
$894K 0.05%
3,613
+147
334
$894K 0.05%
6,056
+125
335
$889K 0.05%
4,407
-390
336
$886K 0.05%
7,346
+2,040
337
$876K 0.05%
7,506
+5,730
338
$875K 0.05%
+9,431
339
$872K 0.05%
3,712
+384
340
$872K 0.05%
16,591
+2,802
341
$864K 0.05%
6,622
+1,114
342
$861K 0.05%
23,542
+98
343
$858K 0.05%
6,785
-3,261
344
$851K 0.05%
21,645
-2,127
345
$851K 0.05%
2,468
+1,503
346
$848K 0.05%
18,195
-16,107
347
$844K 0.05%
6,046
-38
348
$842K 0.05%
3,054
+1,742
349
$838K 0.05%
22,200
-15
350
$836K 0.05%
24,441
-50,888
12 13
14
15 16