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
651
$347K 0.02%
+6,095
652
$347K 0.02%
1,510
+30
653
$345K 0.02%
5,615
-3
654
$344K 0.02%
1,794
-1,514
655
$342K 0.02%
8,385
-301
656
$342K 0.02%
2,698
+122
657
$341K 0.02%
10,990
+528
658
$341K 0.02%
2,132
-13
659
$339K 0.02%
1,946
+62
660
$338K 0.02%
1,620
+25
661
$337K 0.02%
3,145
662
$337K 0.02%
14,074
+838
663
$336K 0.02%
2,874
+69
664
$333K 0.02%
2,922
-79
665
$333K 0.02%
12,009
666
$333K 0.02%
14,695
+2,491
667
$332K 0.02%
19,395
-22
668
$329K 0.02%
6,951
-239
669
$328K 0.02%
4,100
+778
670
$328K 0.02%
8,892
+77
671
$326K 0.02%
20,000
672
$326K 0.02%
18,738
-1,422
673
$325K 0.02%
+21,400
674
$325K 0.02%
3,930
-3,910
675
$324K 0.02%
+3,606
25 26
27
28 29