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
626
$63K 0.01%
+10,175
627
$43K 0.01%
+10,131
628
$35K 0.01%
+353
629
$34K ﹤0.01%
+2,087
630
$28K ﹤0.01%
+10,444
631
$23K ﹤0.01%
+54
632
$17K ﹤0.01%
26,625
633
$10K ﹤0.01%
111
-109
634
– –
-13,493
635
– –
-2,326
636
– –
-11,315
637
– –
-5,453
638
– –
-15,919
639
– –
-13,020
640
– –
-9,310
641
– –
-6,428
642
– –
-2,902
643
– –
-1,198
644
– –
-3,213
645
– –
-1,152
646
– –
-10,478
647
– –
-18,703
648
– –
-8,828
649
– –
-4,703
650
– –
-11,812
24 25
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