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
451
$581K 0.04%
9,616
+1,155
452
$578K 0.04%
4,784
+436
453
$578K 0.04%
+25,000
454
$575K 0.04%
5,018
+85
455
$574K 0.04%
21,633
+814
456
$573K 0.04%
2,282
+813
457
$573K 0.04%
15,708
458
$571K 0.03%
12,578
-54
459
$570K 0.03%
10,742
+1,494
460
$570K 0.03%
1,788
+5
461
$569K 0.03%
5,170
-123
462
$568K 0.03%
11,537
+6,274
463
$565K 0.03%
144,553
+12,094
464
$565K 0.03%
8,295
-15,369
465
$564K 0.03%
+11,973
466
$564K 0.03%
2,286
+22
467
$560K 0.03%
+63,000
468
$558K 0.03%
6,166
+490
469
$556K 0.03%
20,409
+10,860
470
$555K 0.03%
2,638
+125
471
$553K 0.03%
3,672
+566
472
$552K 0.03%
37,723
-13,002
473
$552K 0.03%
6,880
-1,000
474
$552K 0.03%
1,598
+4
475
$550K 0.03%
7,354
+610
17 18
19
20 21