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
26
$4.64M 0.66%
207,852
+36,198
27
$4.62M 0.65%
98,515
+2,414
28
$4.43M 0.63%
17,798
+231
29
$4.38M 0.62%
25,502
+459
30
$4.26M 0.6%
39,177
-803
31
$4.16M 0.59%
37,667
+1,044
32
$3.98M 0.56%
500,390
-150,000
33
$3.97M 0.56%
116,610
+8,492
34
$3.92M 0.55%
75,700
+20
35
$3.88M 0.55%
68,981
+3,700
36
$3.79M 0.54%
176,765
-17,408
37
$3.72M 0.53%
150,860
-5,954
38
$3.69M 0.52%
94,423
+88,964
39
$3.69M 0.52%
77,888
+2,210
40
$3.64M 0.52%
20,503
+27
41
$3.45M 0.49%
74,807
-4,029
42
$3.18M 0.45%
86,258
-1,541
43
$3.15M 0.45%
101,601
+150
44
$3.12M 0.44%
16,529
+169
45
$3.11M 0.44%
13,737
-698
46
$3.05M 0.43%
21,631
-411
47
$3.04M 0.43%
67,409
-6,097
48
$2.99M 0.42%
9,263
-245
49
$2.98M 0.42%
50,671
+5,111
50
$2.93M 0.41%
38,102
+2,798
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2
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