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

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
826
$216K 0.01%
+2,031
827
$215K 0.01%
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$215K 0.01%
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831
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$214K 0.01%
20,109
+4,909
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834
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+1,145
835
$212K 0.01%
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$212K 0.01%
458
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$211K 0.01%
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$211K 0.01%
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$210K 0.01%
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$209K 0.01%
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$204K 0.01%
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