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
476
$290K 0.04%
10,123
+877
477
$290K 0.04%
2,678
-14
478
$288K 0.04%
8,431
+18
479
$286K 0.04%
3,192
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480
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+10,088
481
$285K 0.04%
6,065
-2,000
482
$283K 0.04%
5,512
+327
483
$283K 0.04%
1,698
484
$283K 0.04%
+9,825
485
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11,410
+3,065
486
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5,880
487
$281K 0.04%
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488
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36,529
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489
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12,656
-5,213
490
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4,152
-32
491
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2,914
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494
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5,484
495
$272K 0.04%
12,987
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3,244
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497
$269K 0.04%
9,495
-367
498
$269K 0.04%
39,792
+13,878
499
$268K 0.04%
12,579
+4,498
500
$267K 0.04%
16,028
-1,462
18 19
20
21 22