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
751
$261K 0.02%
14,040
+1,230
752
$261K 0.02%
+2,120
753
$260K 0.02%
2,628
+428
754
$260K 0.02%
+4,660
755
$260K 0.02%
5,106
+143
756
$259K 0.02%
2,965
+129
757
$259K 0.02%
3,517
+82
758
$258K 0.02%
1,318
-999
759
$257K 0.02%
936
-3
760
$257K 0.02%
4,835
+69
761
$257K 0.02%
1,361
+16
762
$256K 0.02%
+4,112
763
$256K 0.02%
+3,000
764
$254K 0.02%
5,213
-66
765
$251K 0.02%
3,000
766
$250K 0.02%
+2,837
767
$249K 0.02%
+3,989
768
$249K 0.02%
1,666
+152
769
$249K 0.02%
904
+52
770
$248K 0.02%
+9,532
771
$248K 0.02%
796
-22
772
$248K 0.02%
+372
773
$247K 0.02%
+4,171
774
$245K 0.01%
3,666
+743
775
$245K 0.01%
4,106
+138
29 30
31
32 33