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
476
$549K 0.03%
6,695
+828
477
$545K 0.03%
6,970
+970
478
$543K 0.03%
7,237
+144
479
$537K 0.03%
6,172
-8
480
$537K 0.03%
3,133
+59
481
$535K 0.03%
33,735
482
$533K 0.03%
4,622
+1,122
483
$531K 0.03%
2,415
+854
484
$530K 0.03%
5,414
+37
485
$529K 0.03%
12,958
-270
486
$529K 0.03%
11,999
+1,204
487
$527K 0.03%
6,238
+361
488
$525K 0.03%
11,830
+1,407
489
$524K 0.03%
62,440
-4,504
490
$520K 0.03%
+8,406
491
$519K 0.03%
11,490
-224
492
$519K 0.03%
9,082
+389
493
$518K 0.03%
5,518
+33
494
$515K 0.03%
23,152
-663
495
$514K 0.03%
15,825
+378
496
$513K 0.03%
132,427
+19
497
$513K 0.03%
1,809
+7
498
$509K 0.03%
1,483
+81
499
$508K 0.03%
+5,031
500
$507K 0.03%
15,392
+5,600
18 19
20
21 22