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
776
$244K 0.01%
+2,642
777
$244K 0.01%
10,345
+10
778
$244K 0.01%
8,575
+177
779
$242K 0.01%
+1,062
780
$241K 0.01%
12,203
+31
781
$241K 0.01%
94,664
+3,298
782
$241K 0.01%
4,482
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783
$241K 0.01%
764
-1,310
784
$239K 0.01%
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785
$239K 0.01%
19,839
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786
$238K 0.01%
4,029
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787
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789
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+1,090
790
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$234K 0.01%
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794
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795
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797
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798
$231K 0.01%
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799
$230K 0.01%
713
-442
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$229K 0.01%
1,710
-184
30 31
32
33 34