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
576
$420K 0.03%
6,617
+62
577
$419K 0.03%
8,162
-485
578
$413K 0.03%
5,056
+118
579
$411K 0.03%
7,075
+668
580
$411K 0.03%
38,078
-1,012
581
$406K 0.02%
16,097
-841
582
$405K 0.02%
32,156
583
$405K 0.02%
7,978
+212
584
$402K 0.02%
3,639
+167
585
$402K 0.02%
1,564
+166
586
$401K 0.02%
+12,847
587
$401K 0.02%
5,492
-15
588
$401K 0.02%
4,891
+29
589
$401K 0.02%
+1,944
590
$400K 0.02%
2,445
-7,700
591
$399K 0.02%
2,470
+47
592
$399K 0.02%
7,871
-1,471
593
$399K 0.02%
1,683
-245
594
$398K 0.02%
4,000
595
$397K 0.02%
9,305
+821
596
$397K 0.02%
1,678
+26
597
$395K 0.02%
28,797
+14,988
598
$394K 0.02%
5,155
+1,955
599
$393K 0.02%
6,678
+1,736
600
$393K 0.02%
12,554
+222
22 23
24
25 26