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
26
$9.67M 0.59%
30,326
+2,851
27
$9.63M 0.59%
16,448
+842
28
$9.53M 0.58%
175,515
-67,784
29
$9.18M 0.56%
22,924
+688
30
$8.28M 0.51%
106,485
-3,485
31
$7.79M 0.48%
26,415
+8,341
32
$7.59M 0.46%
20,793
+952
33
$7.17M 0.44%
174,032
+11,745
34
$6.98M 0.43%
51,702
+137
35
$6.76M 0.41%
29,809
+2,214
36
$6.66M 0.41%
125,620
+13,489
37
$6.52M 0.4%
82,615
+18,229
38
$6.28M 0.38%
40,625
+854
39
$6.24M 0.38%
+185,016
40
$6.24M 0.38%
15,847
+9,666
41
$6.22M 0.38%
24,316
+11,065
42
$6.17M 0.38%
41,611
+2,804
43
$5.93M 0.36%
104,063
-1,404
44
$5.89M 0.36%
52,309
+2,487
45
$5.64M 0.34%
23,704
+4,641
46
$5.62M 0.34%
100,050
+8,657
47
$5.5M 0.34%
13,905
+1,327
48
$5.48M 0.33%
116,550
+5,376
49
$5.46M 0.33%
23,653
+428
50
$5.37M 0.33%
21,973
+1,026
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