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
851
$204K 0.01%
+759
852
$204K 0.01%
1,638
-373
853
$203K 0.01%
1,090
-66
854
$203K 0.01%
580
-70
855
$203K 0.01%
8,727
-2,562
856
$203K 0.01%
19,177
+8,979
857
$203K 0.01%
1,144
-92
858
$201K 0.01%
3,140
-959
859
$201K 0.01%
23,690
+5,201
860
$200K 0.01%
+2,312
861
$200K 0.01%
687
-14
862
$199K 0.01%
+11,894
863
$198K 0.01%
12,795
-1,673
864
$191K 0.01%
55,529
+712
865
$186K 0.01%
12,380
+1,290
866
$183K 0.01%
30,997
867
$179K 0.01%
+10,379
868
$174K 0.01%
+12,500
869
$173K 0.01%
+20,200
870
$173K 0.01%
+12,729
871
$172K 0.01%
13,643
-658
872
$165K 0.01%
+10,746
873
$165K 0.01%
16,558
+200
874
$159K 0.01%
10,431
+35
875
$158K 0.01%
15,073
+281
33 34
35
36 37