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
701
$305K 0.02%
9,821
+991
702
$305K 0.02%
8,861
+373
703
$304K 0.02%
12,466
+198
704
$304K 0.02%
10,012
-178
705
$304K 0.02%
6,419
+46
706
$303K 0.02%
14,556
707
$302K 0.02%
12,334
+1,645
708
$301K 0.02%
12,461
709
$300K 0.02%
16,439
+5,383
710
$300K 0.02%
8,070
+190
711
$297K 0.02%
4,545
-24
712
$297K 0.02%
1,879
+85
713
$295K 0.02%
289
+7
714
$294K 0.02%
24,098
+445
715
$293K 0.02%
8,869
-272
716
$292K 0.02%
+8
717
$292K 0.02%
+7,770
718
$291K 0.02%
3,201
-367
719
$290K 0.02%
1,914
+26
720
$286K 0.02%
5,407
+4
721
$284K 0.02%
1,450
722
$284K 0.02%
678
+95
723
$283K 0.02%
+5,321
724
$282K 0.02%
+5,450
725
$282K 0.02%
4,370
+338
27 28
29
30 31