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
726
$282K 0.02%
+26,627
727
$281K 0.02%
5,860
728
$281K 0.02%
6,359
729
$280K 0.02%
25,893
-2,914
730
$279K 0.02%
1,704
-9
731
$278K 0.02%
16,243
+3,087
732
$278K 0.02%
45,831
+4,751
733
$277K 0.02%
8,687
+149
734
$276K 0.02%
5,695
+361
735
$275K 0.02%
5,484
736
$275K 0.02%
4,173
-404
737
$274K 0.02%
+10,000
738
$273K 0.02%
1,332
+132
739
$272K 0.02%
4,034
-566
740
$272K 0.02%
4,496
-191
741
$270K 0.02%
2,085
+6
742
$270K 0.02%
23,601
-1,753
743
$269K 0.02%
191,327
+1,256
744
$267K 0.02%
43,011
-3,236
745
$267K 0.02%
+10,896
746
$266K 0.02%
+224
747
$265K 0.02%
10,158
+470
748
$265K 0.02%
8,735
+800
749
$265K 0.02%
5,934
-209
750
$262K 0.02%
4,805
-132
28 29
30
31 32