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
201
$1.52M 0.09%
18,551
+12,401
202
$1.52M 0.09%
50,097
-195
203
$1.51M 0.09%
10,445
+21
204
$1.51M 0.09%
8,988
-6,427
205
$1.51M 0.09%
7,739
+1,518
206
$1.51M 0.09%
5,165
+242
207
$1.49M 0.09%
38,189
+864
208
$1.47M 0.09%
11,874
+1,278
209
$1.46M 0.09%
4,510
+692
210
$1.46M 0.09%
1,815
+238
211
$1.44M 0.09%
20,569
+364
212
$1.44M 0.09%
4,511
+396
213
$1.43M 0.09%
10,970
-50
214
$1.42M 0.09%
4,002
+589
215
$1.42M 0.09%
8,222
-26
216
$1.42M 0.09%
13,419
+137
217
$1.41M 0.09%
33,077
+2,297
218
$1.39M 0.08%
11,718
+1,351
219
$1.39M 0.08%
34,408
-808
220
$1.38M 0.08%
37,841
+2,173
221
$1.37M 0.08%
5,752
+2
222
$1.37M 0.08%
4,602
+50
223
$1.37M 0.08%
13,318
+666
224
$1.37M 0.08%
10,245
+61
225
$1.37M 0.08%
+30,344
7 8
9
10 11