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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
676
– –
-6,414
677
– –
-9,093
678
– –
-3,183
679
– –
-6,230
680
– –
-5,453
681
– –
-15,919
682
– –
-9,310
683
– –
-6,428
684
– –
-2,902
685
– –
-1,198
686
– –
-3,213
687
– –
-1,152
688
– –
-10,478
689
– –
-18,703
690
– –
-8,828
691
– –
-11,812
692
– –
-1,592
693
– –
-2,096
694
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-3,240
695
– –
-1,769
696
– –
-2,649
697
– –
-13,020
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