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
901
$78K ﹤0.01%
+13,697
902
$77K ﹤0.01%
16,425
-7,824
903
$73K ﹤0.01%
+2,747
904
$42K ﹤0.01%
13
905
$37K ﹤0.01%
26,625
906
$32K ﹤0.01%
10,781
-7,311
907
– –
-859
908
– –
-6,476
909
– –
-3,068
910
– –
-7,343
911
– –
-6,679
912
– –
-5,397
913
– –
-1,839
914
– –
-10,674
915
– –
-1,623
916
– –
-8,400
917
– –
-2,057
918
– –
-8,929
919
– –
-2,066
920
– –
-1,065
921
– –
-4,377
922
– –
-26,339
923
– –
-1,194
33 34 35 36
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