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
301
$539K 0.08%
78,902
+56,167
302
$539K 0.08%
7,196
+518
303
$533K 0.08%
13,526
-2,184
304
$533K 0.08%
12,387
+2,189
305
$532K 0.08%
6,665
-268
306
$531K 0.08%
35,990
-3,920
307
$530K 0.08%
8,123
-122
308
$529K 0.07%
21,494
+136
309
$528K 0.07%
5,144
+23
310
$528K 0.07%
8,574
-34
311
$527K 0.07%
34,628
+4,848
312
$526K 0.07%
49,374
+4,203
313
$524K 0.07%
5,249
-63
314
$523K 0.07%
16,431
+1,335
315
$522K 0.07%
89,823
+10,314
316
$518K 0.07%
138,271
+4,070
317
$516K 0.07%
3,347
+95
318
$516K 0.07%
138,629
+6,044
319
$513K 0.07%
7,894
+125
320
$513K 0.07%
18,370
+445
321
$510K 0.07%
43,137
-4,672
322
$510K 0.07%
14,292
+1,515
323
$508K 0.07%
5,571
-126
324
$507K 0.07%
26,288
+8,618
325
$506K 0.07%
34,991
+905
11 12
13
14 15