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
251
$667K 0.09%
6,809
252
$664K 0.09%
9,292
+636
253
$658K 0.09%
7,626
+192
254
$657K 0.09%
18,500
+1,375
255
$655K 0.09%
24,660
+7,497
256
$651K 0.09%
14,825
+238
257
$649K 0.09%
8,615
+175
258
$646K 0.09%
17,322
-3,968
259
$646K 0.09%
17,296
-176
260
$641K 0.09%
15,615
+239
261
$635K 0.09%
3,619
+920
262
$625K 0.09%
17,678
+194
263
$616K 0.09%
4,236
+89
264
$614K 0.09%
4,778
+221
265
$614K 0.09%
7,381
+623
266
$614K 0.09%
19,359
+103
267
$612K 0.09%
4,578
+75
268
$610K 0.09%
18,949
+380
269
$610K 0.09%
3,880
+197
270
$610K 0.09%
6,814
271
$603K 0.09%
5,659
+407
272
$601K 0.09%
55,264
+3,581
273
$600K 0.08%
2,867
+1,942
274
$598K 0.08%
27,779
+454
275
$598K 0.08%
5,382
9 10
11
12 13