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
551
$224K 0.03%
17,886
+486
552
$223K 0.03%
4,073
-2,670
553
$223K 0.03%
3,966
+379
554
$221K 0.03%
7,895
+278
555
$221K 0.03%
3,739
+744
556
$221K 0.03%
10,368
-1,393
557
$220K 0.03%
4,620
+307
558
$220K 0.03%
18,455
+2,367
559
$220K 0.03%
8,114
+1,161
560
$220K 0.03%
2,248
561
$219K 0.03%
8,916
-454
562
$217K 0.03%
5,406
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563
$217K 0.03%
3,172
564
$215K 0.03%
19,198
+694
565
$214K 0.03%
17,900
-1,628
566
$214K 0.03%
3,650
+7
567
$213K 0.03%
1,353
+9
568
$213K 0.03%
10,850
+1,122
569
$211K 0.03%
1,700
570
$211K 0.03%
2,204
-166
571
$211K 0.03%
13,695
-4,216
572
$210K 0.03%
17,526
+474
573
$210K 0.03%
17,088
+532
574
$209K 0.03%
52,533
+4,491
575
$208K 0.03%
+4,530
21 22
23
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