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
626
$370K 0.02%
+8,257
627
$370K 0.02%
4,691
+293
628
$367K 0.02%
5,566
+75
629
$365K 0.02%
4,388
+216
630
$364K 0.02%
2,002
+24
631
$363K 0.02%
31,256
+4,943
632
$363K 0.02%
16,744
+583
633
$362K 0.02%
+20,000
634
$362K 0.02%
16,509
+222
635
$360K 0.02%
18,290
-105
636
$360K 0.02%
1,751
+213
637
$360K 0.02%
15,881
+74
638
$359K 0.02%
+8,481
639
$359K 0.02%
7,850
+1,296
640
$357K 0.02%
40,109
+2,435
641
$356K 0.02%
2,279
+324
642
$356K 0.02%
+4,230
643
$356K 0.02%
8,573
+1,287
644
$356K 0.02%
+4,701
645
$356K 0.02%
1,145
+40
646
$354K 0.02%
9,300
-1,598
647
$353K 0.02%
769
+4
648
$352K 0.02%
2,423
+94
649
$350K 0.02%
+3,870
650
$348K 0.02%
7,461
+2,905
24 25
26
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