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
876
$158K 0.01%
242
+4
877
$150K 0.01%
+14,128
878
$149K 0.01%
+1,926
879
$144K 0.01%
31,176
-1,672
880
$141K 0.01%
16,571
-357
881
$139K 0.01%
20,333
+188
882
$132K 0.01%
23,210
-166
883
$127K 0.01%
11,118
+109
884
$126K 0.01%
+15,003
885
$120K 0.01%
12,478
886
$117K 0.01%
20,602
-3,191
887
$115K 0.01%
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888
$113K 0.01%
15,664
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889
$108K 0.01%
+10,000
890
$107K 0.01%
+10,000
891
$106K 0.01%
3,367
-359
892
$105K 0.01%
+11,598
893
$102K 0.01%
+25,000
894
$94K 0.01%
+10,725
895
$85K 0.01%
+14,771
896
$85K 0.01%
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897
$83K 0.01%
15,253
-1,509
898
$83K 0.01%
22,071
-1,927
899
$80K ﹤0.01%
10,756
-1,625
900
$79K ﹤0.01%
12,486
-2,452
33 34 35
36
37