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
351
$835K 0.05%
12,600
+624
352
$817K 0.05%
2,716
+617
353
$813K 0.05%
35,292
+1,316
354
$807K 0.05%
9,405
+350
355
$807K 0.05%
17,839
+878
356
$802K 0.05%
10,030
+1,072
357
$800K 0.05%
30,756
-508
358
$798K 0.05%
14,332
+3,086
359
$796K 0.05%
10,290
+1,668
360
$795K 0.05%
13,355
-90
361
$792K 0.05%
5,512
-163
362
$789K 0.05%
148,252
+42,118
363
$784K 0.05%
39,775
+1,955
364
$784K 0.05%
11,834
+483
365
$783K 0.05%
10,560
+4,402
366
$782K 0.05%
178,353
+20,543
367
$778K 0.05%
22,875
+958
368
$774K 0.05%
10,520
+54
369
$772K 0.05%
6,715
+213
370
$771K 0.05%
4,541
+397
371
$771K 0.05%
23,394
+13,800
372
$770K 0.05%
34,642
-302
373
$767K 0.05%
1,255
+232
374
$745K 0.05%
5,447
+2
375
$743K 0.05%
5,137
-323
13 14
15
16 17