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
276
$596K 0.08%
25,950
+15
277
$592K 0.08%
4,232
+216
278
$592K 0.08%
7,586
279
$589K 0.08%
4,736
+46
280
$589K 0.08%
1,578
+235
281
$585K 0.08%
6,573
+821
282
$584K 0.08%
27,608
+2,906
283
$584K 0.08%
7,977
+173
284
$582K 0.08%
5,263
+28
285
$582K 0.08%
6,780
-67
286
$578K 0.08%
5,325
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287
$578K 0.08%
20,942
-2,249
288
$573K 0.08%
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-172
289
$571K 0.08%
2,144
-4
290
$569K 0.08%
4,253
-2,805
291
$563K 0.08%
2,784
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292
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13,479
+2,805
293
$554K 0.08%
5,576
-13
294
$553K 0.08%
19,693
+349
295
$553K 0.08%
7,227
+28
296
$553K 0.08%
11,373
+365
297
$552K 0.08%
7,922
+134
298
$548K 0.08%
182,750
+25,795
299
$548K 0.08%
20,936
+1,507
300
$546K 0.08%
5,948
+165
10 11
12
13 14