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
501
$507K 0.03%
9,645
-256
502
$507K 0.03%
6,461
-1,218
503
$506K 0.03%
5,838
+515
504
$505K 0.03%
+4,667
505
$503K 0.03%
985
-343
506
$501K 0.03%
29,909
-335
507
$499K 0.03%
7,104
-552
508
$499K 0.03%
+25,466
509
$499K 0.03%
18,441
-46,153
510
$499K 0.03%
40,837
+1,015
511
$495K 0.03%
7,982
-49
512
$495K 0.03%
4,813
-1,654
513
$492K 0.03%
7,791
+104
514
$491K 0.03%
21,486
+601
515
$490K 0.03%
49,279
-181
516
$488K 0.03%
5,965
+836
517
$486K 0.03%
8,070
+750
518
$485K 0.03%
5,517
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519
$484K 0.03%
+2,960
520
$482K 0.03%
14,483
+882
521
$480K 0.03%
2,801
522
$474K 0.03%
2,677
+36
523
$472K 0.03%
4,066
+58
524
$472K 0.03%
9,571
+263
525
$472K 0.03%
22,849
+224
19 20
21
22 23