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LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
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
+$5.86M
2
+$3.56M
3
+$1.58M
4
AMZN icon
Amazon
AMZN
+$1.14M
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$1.11M

Top Sells

1
+$1.68M
2
+$1.54M
3
+$1.46M
4
RCM
R1 RCM Inc. Common Stock
RCM
+$1.3M
5
COL
Rockwell Collins
COL
+$901K

Sector Composition

1 Technology 16.8%
2 Financials 15.76%
3 Healthcare 12.72%
4 Communication Services 8.4%
5 Consumer Discretionary 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
– –
-6,888
652
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-3,364
653
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-3,776
654
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-17,302
655
– –
-5,841
656
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-10,288
657
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-13,493
658
– –
-3,500
659
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-1,200
660
– –
-7,260
661
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-4,458
662
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-5,794
663
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-3,122
664
– –
-1,656
665
– –
-1,652
666
– –
-6,952
667
– –
-7,718
668
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-4,290
669
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-12,074
670
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-2,326
671
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-11,315
672
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-2,164
673
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-1,042
674
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-17,694
675
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-7,596
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