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
526
$244K 0.03%
13,276
+592
527
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1,809
-79
528
$244K 0.03%
13,800
529
$242K 0.03%
3,406
-52
530
$241K 0.03%
3,415
+70
531
$240K 0.03%
6,000
532
$239K 0.03%
+18,803
533
$239K 0.03%
11,508
-96
534
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2,112
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535
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6,851
-33
536
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+28,552
537
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1,555
538
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5,222
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539
$233K 0.03%
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540
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5,372
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541
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1,060
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542
$231K 0.03%
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543
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23,100
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544
$231K 0.03%
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545
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15,169
-4,243
546
$230K 0.03%
3,134
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547
$229K 0.03%
19,249
-563
548
$229K 0.03%
4,771
-387
549
$228K 0.03%
15,299
+3,720
550
$227K 0.03%
3,801
+51
20 21
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