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
101
$3.03M 0.19%
19,683
+469
102
$3.01M 0.18%
32,817
+855
103
$3M 0.18%
51,337
+9,096
104
$2.97M 0.18%
3,394
+238
105
$2.89M 0.18%
20,587
+1,754
106
$2.88M 0.18%
60,330
+5,900
107
$2.86M 0.17%
13,146
+983
108
$2.85M 0.17%
+69,509
109
$2.84M 0.17%
12,391
+1,949
110
$2.79M 0.17%
37,267
+2,254
111
$2.79M 0.17%
14,612
+1,380
112
$2.73M 0.17%
37,508
+3,344
113
$2.71M 0.17%
38,318
+1,502
114
$2.69M 0.16%
3,735
+52
115
$2.65M 0.16%
31,046
+7,485
116
$2.63M 0.16%
19,426
+8,931
117
$2.62M 0.16%
13,655
+156
118
$2.6M 0.16%
10,002
+2,091
119
$2.56M 0.16%
31,452
+4,696
120
$2.54M 0.15%
12,194
+2,055
121
$2.51M 0.15%
42,434
+2,993
122
$2.5M 0.15%
3,860
-709
123
$2.5M 0.15%
38,421
-553
124
$2.5M 0.15%
90,015
-9,838
125
$2.49M 0.15%
263,922
-1,153
3 4
5
6 7