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
351
$460K 0.07%
4,001
+136
352
$458K 0.06%
4,234
+218
353
$458K 0.06%
11,762
-2,416
354
$454K 0.06%
4,231
+778
355
$454K 0.06%
6,761
-348
356
$453K 0.06%
5,020
+499
357
$450K 0.06%
8,808
+2,268
358
$449K 0.06%
4,304
+183
359
$448K 0.06%
10,210
-58
360
$448K 0.06%
38,789
-1,250
361
$446K 0.06%
34,132
+432
362
$444K 0.06%
2,947
-336
363
$443K 0.06%
30,010
+2,142
364
$441K 0.06%
16,368
+28
365
$438K 0.06%
17,641
+3,364
366
$437K 0.06%
14,733
-3,052
367
$435K 0.06%
82,153
-36,851
368
$433K 0.06%
10,052
-698
369
$428K 0.06%
40,072
-14,285
370
$427K 0.06%
4,171
-154
371
$426K 0.06%
6,320
+72
372
$425K 0.06%
1,206
-33
373
$425K 0.06%
47,964
+400
374
$424K 0.06%
12,728
+6,149
375
$417K 0.06%
10,652
+1,788
13 14
15
16 17