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
576
$208K 0.03%
1,502
577
$208K 0.03%
35,715
+6,389
578
$206K 0.03%
3,750
-11,551
579
$204K 0.03%
3,006
+199
580
$204K 0.03%
42,446
+5,786
581
$204K 0.03%
3,250
-75
582
$204K 0.03%
+1,378
583
$204K 0.03%
4,658
+8
584
$203K 0.03%
+15,360
585
$203K 0.03%
17,039
+6,170
586
$203K 0.03%
+3,166
587
$200K 0.03%
2,083
+57
588
$200K 0.03%
2,229
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589
$199K 0.03%
20,118
+605
590
$199K 0.03%
+14,522
591
$188K 0.03%
23,021
+2,531
592
$178K 0.03%
14,470
+459
593
$168K 0.02%
13,354
+331
594
$162K 0.02%
41,265
-6,828
595
$162K 0.02%
12,551
+340
596
$161K 0.02%
88,873
-1,203
597
$157K 0.02%
13,008
+368
598
$155K 0.02%
28,101
-465
599
$153K 0.02%
14,819
+417
600
$152K 0.02%
4,249
+1,593
22 23
24
25 26