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
526
$471K 0.03%
35,998
+770
527
$471K 0.03%
3,571
+150
528
$470K 0.03%
+5,041
529
$468K 0.03%
+25,668
530
$468K 0.03%
22,054
+473
531
$468K 0.03%
1,020
-36
532
$466K 0.03%
20,154
+292
533
$466K 0.03%
2,700
534
$465K 0.03%
2,763
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535
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3,374
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536
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1,310
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537
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538
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+2,502
539
$459K 0.03%
9,635
+545
540
$459K 0.03%
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+199
541
$459K 0.03%
7,830
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542
$458K 0.03%
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543
$458K 0.03%
29,172
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544
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4,768
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545
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12,485
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546
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547
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+15,000
548
$454K 0.03%
33,320
+201
549
$451K 0.03%
+14,070
550
$450K 0.03%
5,398
+217
20 21
22
23 24