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
176
$1.77M 0.11%
49,317
+1,671
177
$1.76M 0.11%
7,445
+440
178
$1.76M 0.11%
7,405
-355
179
$1.75M 0.11%
9,701
+5,037
180
$1.72M 0.1%
12,269
+755
181
$1.7M 0.1%
10,266
-207
182
$1.7M 0.1%
4,691
+254
183
$1.7M 0.1%
19,968
+971
184
$1.66M 0.1%
5,418
+492
185
$1.65M 0.1%
16,116
+498
186
$1.64M 0.1%
5,879
-92
187
$1.64M 0.1%
6,193
+565
188
$1.62M 0.1%
742
+122
189
$1.62M 0.1%
10,462
+183
190
$1.62M 0.1%
+28,250
191
$1.61M 0.1%
20,164
-238
192
$1.6M 0.1%
14,956
+153
193
$1.6M 0.1%
22,800
+1,527
194
$1.59M 0.1%
5,852
+230
195
$1.59M 0.1%
10,300
+287
196
$1.56M 0.1%
102,013
+2,213
197
$1.56M 0.1%
23,286
-186
198
$1.55M 0.09%
20,211
+605
199
$1.55M 0.09%
27,210
-295
200
$1.55M 0.09%
4,466
-116
6 7
8
9 10