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
126
$2.49M 0.15%
13,255
+9,090
127
$2.47M 0.15%
40,008
+2,886
128
$2.43M 0.15%
23,959
+385
129
$2.42M 0.15%
80,103
+11,056
130
$2.4M 0.15%
28,757
+3,019
131
$2.37M 0.14%
6,707
+337
132
$2.37M 0.14%
58,163
+3,038
133
$2.34M 0.14%
24,925
+1,914
134
$2.32M 0.14%
6,071
-583
135
$2.3M 0.14%
50,834
+6,969
136
$2.29M 0.14%
42,690
+16,100
137
$2.29M 0.14%
9,468
-508
138
$2.29M 0.14%
36,155
-143,161
139
$2.23M 0.14%
22,465
+740
140
$2.19M 0.13%
32,450
+2,234
141
$2.19M 0.13%
22,248
+1,800
142
$2.18M 0.13%
9,104
+385
143
$2.18M 0.13%
10,032
+4,680
144
$2.17M 0.13%
+13,516
145
$2.15M 0.13%
43,524
+730
146
$2.14M 0.13%
17,520
+338
147
$2.11M 0.13%
12,675
+11,232
148
$2.1M 0.13%
122,553
+1,144
149
$2.08M 0.13%
7,269
150
$2.07M 0.13%
27,878
+574
4 5
6
7 8