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
451
$314K 0.04%
13,912
-1,864
452
$313K 0.04%
38,218
+1,846
453
$312K 0.04%
4,032
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454
$310K 0.04%
6,221
-1,509
455
$310K 0.04%
26,392
+2,881
456
$308K 0.04%
4,672
-1,017
457
$308K 0.04%
3,029
+68
458
$307K 0.04%
7,057
-937
459
$305K 0.04%
4,155
+224
460
$305K 0.04%
2,972
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461
$304K 0.04%
8,438
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462
$303K 0.04%
25,861
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463
$301K 0.04%
16,414
-1,064
464
$300K 0.04%
6,591
-746
465
$300K 0.04%
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466
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3,675
-1,287
467
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6,567
-1,139
468
$299K 0.04%
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469
$296K 0.04%
7,040
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470
$296K 0.04%
8,915
471
$293K 0.04%
11,025
-4,722
472
$293K 0.04%
3,822
-315
473
$292K 0.04%
7,211
-741
474
$292K 0.04%
5,593
+179
475
$291K 0.04%
4,700
17 18
19
20 21