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
76
$3.88M 0.24%
42,577
-291
77
$3.78M 0.23%
59,898
+3,391
78
$3.78M 0.23%
+137,223
79
$3.73M 0.23%
55,713
+11,320
80
$3.73M 0.23%
7,591
+224
81
$3.68M 0.22%
25,871
+1,906
82
$3.66M 0.22%
87,348
+1,278
83
$3.63M 0.22%
9,572
+257
84
$3.58M 0.22%
18,481
+1,420
85
$3.56M 0.22%
44,856
+33,468
86
$3.54M 0.22%
181,875
+4,995
87
$3.53M 0.22%
8,607
+574
88
$3.5M 0.21%
17,634
+529
89
$3.48M 0.21%
+52,026
90
$3.41M 0.21%
15,556
+1,903
91
$3.38M 0.21%
12,520
+1,767
92
$3.35M 0.2%
48,598
+15,034
93
$3.34M 0.2%
157,611
+9,828
94
$3.31M 0.2%
20,033
+963
95
$3.23M 0.2%
53,853
+1,014
96
$3.21M 0.2%
26,882
+499
97
$3.18M 0.19%
18,328
-13,113
98
$3.13M 0.19%
18,844
+2,778
99
$3.1M 0.19%
42,347
+215
100
$3.1M 0.19%
24,967
+4,453
2 3
4
5 6