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
326
$505K 0.07%
7,426
+167
327
$504K 0.07%
891
+24
328
$504K 0.07%
2,670
+94
329
$501K 0.07%
4,970
-186
330
$499K 0.07%
66,095
+8,405
331
$493K 0.07%
3,754
-200
332
$492K 0.07%
32,021
+4,340
333
$487K 0.07%
37,408
+2,493
334
$487K 0.07%
18,242
+517
335
$486K 0.07%
3,734
+165
336
$486K 0.07%
5,812
-698
337
$483K 0.07%
6,969
+296
338
$482K 0.07%
2,995
-99
339
$481K 0.07%
17,499
-362
340
$479K 0.07%
15,205
-2,500
341
$477K 0.07%
2,152
+110
342
$476K 0.07%
4,224
+990
343
$476K 0.07%
4,655
+96
344
$476K 0.07%
11,310
-1,366
345
$475K 0.07%
10,232
-627
346
$475K 0.07%
36,017
+339
347
$470K 0.07%
10,080
-1,136
348
$469K 0.07%
34,249
349
$468K 0.07%
10,715
-2,187
350
$462K 0.07%
5,425
+659
12 13
14
15 16