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
401
$682K 0.04%
13,759
+597
402
$681K 0.04%
+37,314
403
$680K 0.04%
25,732
+1,445
404
$680K 0.04%
7,191
+368
405
$679K 0.04%
11,157
+2,159
406
$675K 0.04%
144,837
+1,946
407
$675K 0.04%
15,194
+812
408
$669K 0.04%
15,408
+1,291
409
$660K 0.04%
3,054
+101
410
$659K 0.04%
10,416
+1,607
411
$656K 0.04%
9,115
+198
412
$656K 0.04%
17,159
+506
413
$654K 0.04%
9,500
+140
414
$653K 0.04%
4,639
+117
415
$651K 0.04%
10,748
-52
416
$646K 0.04%
10,276
+201
417
$646K 0.04%
6,972
+176
418
$646K 0.04%
5,583
+594
419
$645K 0.04%
4,427
-20
420
$643K 0.04%
2,653
+433
421
$641K 0.04%
14,484
+207
422
$641K 0.04%
9,611
+471
423
$639K 0.04%
12,657
+418
424
$638K 0.04%
+14,052
425
$638K 0.04%
5,440
15 16
17
18 19