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
601
$150K 0.02%
+11,978
602
$148K 0.02%
17,225
-1,157
603
$148K 0.02%
13,887
+1,927
604
$144K 0.02%
12,494
+422
605
$143K 0.02%
14,505
+460
606
$139K 0.02%
+15,629
607
$138K 0.02%
23,335
+5,032
608
$135K 0.02%
10,000
609
$132K 0.02%
12,685
+221
610
$129K 0.02%
21,481
+3,453
611
$120K 0.02%
6,446
-1,969
612
$120K 0.02%
11,047
+182
613
$119K 0.02%
10,618
+299
614
$111K 0.02%
1,927
+317
615
$105K 0.01%
29,767
+9,850
616
$97K 0.01%
19,938
-10,126
617
$93K 0.01%
+11,508
618
$90K 0.01%
+15,758
619
$83K 0.01%
10,278
-365
620
$82K 0.01%
+15,062
621
$80K 0.01%
14,269
-224
622
$72K 0.01%
12,751
623
$72K 0.01%
13,033
+2,168
624
$68K 0.01%
56
625
$65K 0.01%
13,230
-3,056
23 24
25
26 27