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
376
$736K 0.04%
12,928
+222
377
$730K 0.04%
8,202
-433
378
$725K 0.04%
48,807
+2,229
379
$725K 0.04%
15,876
+380
380
$725K 0.04%
4,492
-831
381
$724K 0.04%
4,958
+108
382
$724K 0.04%
14,450
-19,842
383
$724K 0.04%
+15,637
384
$721K 0.04%
+1,950
385
$719K 0.04%
22,347
-118
386
$718K 0.04%
10,058
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387
$715K 0.04%
34,567
+34
388
$711K 0.04%
1,333
+61
389
$709K 0.04%
22,514
-2,541
390
$708K 0.04%
19,285
+12,690
391
$707K 0.04%
29,302
+16,773
392
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22,750
+4,100
393
$705K 0.04%
13,876
+567
394
$699K 0.04%
48,953
+32,211
395
$696K 0.04%
7,884
-54
396
$696K 0.04%
8,714
-190
397
$693K 0.04%
7,665
-231
398
$688K 0.04%
+1,725
399
$687K 0.04%
9,921
+553
400
$687K 0.04%
6,908
+2,989
14 15
16
17 18