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
151
$2.06M 0.13%
9,998
+344
152
$2.04M 0.12%
+30,225
153
$2.04M 0.12%
18,849
+5,749
154
$2.03M 0.12%
17,966
+2,795
155
$2.02M 0.12%
6,971
+202
156
$2.01M 0.12%
24,397
+4,328
157
$2M 0.12%
6,954
+1,735
158
$1.99M 0.12%
4,505
-149
159
$1.99M 0.12%
38,395
+218
160
$1.99M 0.12%
37,714
-1,581
161
$1.98M 0.12%
23,110
+5,258
162
$1.96M 0.12%
+20,546
163
$1.96M 0.12%
3,564
+195
164
$1.96M 0.12%
60,963
-468
165
$1.92M 0.12%
12,927
+833
166
$1.91M 0.12%
22,781
+630
167
$1.89M 0.12%
8,463
+119
168
$1.87M 0.11%
7,667
-66
169
$1.85M 0.11%
4,889
-28
170
$1.84M 0.11%
69,027
+10,617
171
$1.81M 0.11%
28,972
+2,147
172
$1.8M 0.11%
28,469
-315
173
$1.8M 0.11%
307,730
+20,286
174
$1.77M 0.11%
9,523
+642
175
$1.77M 0.11%
27,200
+2,020
5 6
7
8 9