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
$707M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$3.47M
3
+$1.56M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$1.05M
5
AMZN icon
Amazon
AMZN
+$1.03M

Top Sells

1
+$1.68M
2
+$1.54M
3
+$1.46M
4
RCM
R1 RCM Inc. Common Stock
RCM
+$1.19M
5
COL
Rockwell Collins
COL
+$901K

Sector Composition

1 Technology 16.8%
2 Financials 15.76%
3 Healthcare 12.72%
4 Communication Services 8.36%
5 Consumer Discretionary 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$720K 0.1%
16,629
+915
227
$717K 0.1%
3,121
+65
228
$714K 0.1%
12,994
-731
229
$711K 0.1%
15,080
+2,552
230
$706K 0.1%
5,385
+501
231
$703K 0.1%
56,788
-5,117
232
$702K 0.1%
13,915
-755
233
$700K 0.1%
20,920
+2,240
234
$699K 0.1%
10,691
-1,359
235
$699K 0.1%
31,530
+2,430
236
$697K 0.1%
12,894
-690
237
$697K 0.1%
10,883
-1,343
238
$694K 0.1%
4,375
-813
239
$694K 0.1%
48,848
+8,084
240
$693K 0.1%
7,512
+155
241
$692K 0.1%
22,884
+934
242
$689K 0.1%
2,437
+38
243
$689K 0.1%
33,644
-611
244
$688K 0.1%
24,334
+316
245
$684K 0.1%
4,585
+91
246
$682K 0.1%
814
+11
247
$677K 0.1%
4,029
+125
248
$675K 0.1%
20,600
+845
249
$674K 0.1%
103,637
-13,697
250
$669K 0.09%
347,827
-13,376
8 9
10
11 12