LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.25B
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
1
$91.7M 5.6%
669,548
+136,704
2
$84.3M 5.14%
378,111
+2,814
3
$58.7M 3.58%
216,692
+21,595
4
$46.4M 2.83%
269,920
+79,580
5
$36.8M 2.25%
85,972
+34,995
6
$33.4M 2.04%
648,261
+14,840
7
$28.4M 1.73%
81,540
+14,871
8
$27.8M 1.69%
101,270
+81,270
9
$26.8M 1.64%
219,660
+16,840
10
$26.8M 1.63%
64
-1
11
$24.8M 1.51%
239,586
+29,604
12
$15.6M 0.95%
214,818
13
$14.1M 0.86%
50,868
+9,522
14
$12.8M 0.78%
101,860
+18,240
15
$12.6M 0.77%
630,120
+43,200
16
$12.6M 0.77%
76,358
+10,406
17
$12.2M 0.74%
51,992
+2,343
18
$11.7M 0.71%
537,826
-12,593
19
$11.6M 0.71%
78,384
-2
20
$11.2M 0.69%
93,555
+1,206
21
$11.1M 0.68%
71,524
+6,679
22
$10.6M 0.65%
46,812
+7,278
23
$10.4M 0.64%
59,231
-3,744
24
$9.94M 0.61%
34,088
+3,278
25
$9.74M 0.59%
317,225
+40,507
1
2 3 4 5