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
676
$324K 0.02%
+19,053
677
$323K 0.02%
+5,556
678
$323K 0.02%
3,792
+778
679
$322K 0.02%
+2,027
680
$322K 0.02%
+10,646
681
$321K 0.02%
7,962
+406
682
$320K 0.02%
+18,235
683
$320K 0.02%
+17,033
684
$320K 0.02%
6,062
-8
685
$319K 0.02%
2,846
686
$319K 0.02%
6,589
+1,020
687
$319K 0.02%
4,075
+449
688
$318K 0.02%
+6,793
689
$317K 0.02%
5,250
-342
690
$314K 0.02%
+9,000
691
$313K 0.02%
1,307
+178
692
$312K 0.02%
15,983
+7
693
$311K 0.02%
6,242
-360
694
$309K 0.02%
+17,881
695
$309K 0.02%
5,655
+203
696
$309K 0.02%
891
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697
$309K 0.02%
6,729
+7
698
$308K 0.02%
7,534
+556
699
$308K 0.02%
1,678
-2,152
700
$307K 0.02%
6,277
-46
26 27
28
29 30