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
426
$635K 0.04%
17,172
-368
427
$635K 0.04%
+5,319
428
$634K 0.04%
10,700
-10,024
429
$629K 0.04%
10,510
+676
430
$626K 0.04%
3,325
+409
431
$625K 0.04%
2,818
+366
432
$622K 0.04%
+32,989
433
$618K 0.04%
3,003
+449
434
$617K 0.04%
16,636
+884
435
$614K 0.04%
3,279
+2
436
$612K 0.04%
11,510
+888
437
$610K 0.04%
5,158
+69
438
$608K 0.04%
4,987
+361
439
$605K 0.04%
1,898
+50
440
$604K 0.04%
12,436
+836
441
$602K 0.04%
111,081
+740
442
$602K 0.04%
9,386
+1,808
443
$600K 0.04%
29,745
+831
444
$599K 0.04%
18,947
-159
445
$597K 0.04%
5,089
+80
446
$593K 0.04%
21,817
-10,608
447
$592K 0.04%
40,591
+6,977
448
$586K 0.04%
2,469
+717
449
$583K 0.04%
14,276
-2,121
450
$582K 0.04%
2,841
+206
16 17
18
19 20