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
376
$416K 0.06%
5,561
+42
377
$412K 0.06%
7,169
+132
378
$412K 0.06%
8,364
+116
379
$409K 0.06%
2,186
-23
380
$407K 0.06%
2,285
+234
381
$404K 0.06%
8,570
+2,350
382
$403K 0.06%
225,397
+16,673
383
$402K 0.06%
5,848
+407
384
$402K 0.06%
1,724
385
$400K 0.06%
5,366
-475
386
$400K 0.06%
18,136
+4,550
387
$396K 0.06%
+11,443
388
$395K 0.06%
2,681
+388
389
$395K 0.06%
24,373
+2,704
390
$394K 0.06%
16,728
+2,781
391
$394K 0.06%
5,467
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392
$392K 0.06%
27,598
+1,532
393
$391K 0.06%
5,448
+1,443
394
$388K 0.05%
6,830
+10
395
$387K 0.05%
19,124
+304
396
$387K 0.05%
11,961
-2,986
397
$382K 0.05%
2,507
-190
398
$379K 0.05%
26,438
+10,228
399
$378K 0.05%
10,005
+5,683
400
$373K 0.05%
3,500
14 15
16
17 18