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
426
$339K 0.05%
25,662
-1,068
427
$338K 0.05%
9,251
+455
428
$334K 0.05%
7,688
-441
429
$334K 0.05%
31,825
+10,784
430
$333K 0.05%
5,056
-250
431
$332K 0.05%
4,092
+7
432
$332K 0.05%
4,448
-2
433
$332K 0.05%
9,996
+1,103
434
$331K 0.05%
2,417
+306
435
$330K 0.05%
12,525
-343
436
$330K 0.05%
8,661
-609
437
$330K 0.05%
27,104
+10,864
438
$328K 0.05%
8,022
+209
439
$328K 0.05%
128,329
+18,738
440
$326K 0.05%
6,507
+990
441
$324K 0.05%
5,529
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442
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44,851
-5,624
443
$323K 0.05%
1,737
+156
444
$323K 0.05%
3,012
+76
445
$322K 0.05%
6,526
+184
446
$321K 0.05%
23,540
-1,440
447
$321K 0.05%
7,254
+591
448
$318K 0.05%
5,601
+899
449
$317K 0.04%
7,993
-688
450
$316K 0.04%
22,800
+1,531
16 17
18
19 20