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
401
$373K 0.05%
9,798
-785
402
$370K 0.05%
8,339
+1,529
403
$368K 0.05%
3,071
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405
$367K 0.05%
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406
$367K 0.05%
4,268
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407
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14,233
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408
$366K 0.05%
92,917
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409
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410
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411
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9,443
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412
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413
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414
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22,344
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415
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6,803
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416
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417
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418
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419
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420
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1,983
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421
$344K 0.05%
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422
$344K 0.05%
7,988
+164
423
$344K 0.05%
4,795
+1,441
424
$341K 0.05%
23,948
+4,253
425
$340K 0.05%
5,072
+760
15 16
17
18 19