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
501
$266K 0.04%
4,350
+602
502
$266K 0.04%
6,222
-4,004
503
$264K 0.04%
4,963
+53
504
$264K 0.04%
5,569
505
$263K 0.04%
7,851
-535
506
$260K 0.04%
3,048
507
$256K 0.04%
+31,903
508
$255K 0.04%
5,025
509
$255K 0.04%
24,754
-273
510
$255K 0.04%
6,663
-484
511
$255K 0.04%
1,787
-263
512
$254K 0.04%
2,599
-630
513
$253K 0.04%
+6,798
514
$252K 0.04%
2,208
+258
515
$251K 0.04%
1,022
-17
516
$251K 0.04%
1,549
+100
517
$250K 0.04%
2,153
+189
518
$250K 0.04%
4,111
+1,267
519
$249K 0.04%
9,826
+414
520
$248K 0.04%
4,245
+1,189
521
$248K 0.04%
+19,436
522
$247K 0.03%
13,353
+334
523
$247K 0.03%
15,985
524
$245K 0.03%
8,202
-331
525
$245K 0.03%
7,350
19 20
21
22 23