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
551
$447K 0.03%
7,490
-101
552
$446K 0.03%
22,235
-966
553
$446K 0.03%
42,501
-2,004
554
$444K 0.03%
9,322
-41
555
$442K 0.03%
3,426
-159
556
$442K 0.03%
+9,008
557
$436K 0.03%
2,498
+631
558
$434K 0.03%
1,191
+279
559
$434K 0.03%
+8,971
560
$433K 0.03%
12,281
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561
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5,540
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562
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563
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11,074
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564
$431K 0.03%
5,954
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565
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3,680
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566
$429K 0.03%
8,602
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$428K 0.03%
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569
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4,055
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571
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572
$421K 0.03%
+38,373
573
$421K 0.03%
6,415
574
$420K 0.03%
13,770
+393
575
$420K 0.03%
4,366
+421
21 22
23
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