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
51
$2.91M 0.41%
14,927
+9
52
$2.9M 0.41%
40,048
-325
53
$2.85M 0.4%
38,466
+634
54
$2.83M 0.4%
17,783
-229
55
$2.83M 0.4%
20,442
-538
56
$2.8M 0.4%
30,322
-630
57
$2.71M 0.38%
46,468
-409
58
$2.66M 0.38%
67,230
+9,647
59
$2.58M 0.36%
12,666
-29
60
$2.54M 0.36%
18,529
+1,424
61
$2.5M 0.35%
8,249
-33
62
$2.48M 0.35%
26,250
+179
63
$2.45M 0.35%
47,081
-1,585
64
$2.39M 0.34%
76,008
-468
65
$2.37M 0.34%
37,946
-802
66
$2.37M 0.33%
45,541
-2,683
67
$2.35M 0.33%
20,237
+1,146
68
$2.32M 0.33%
18,983
-1,144
69
$2.19M 0.31%
18,883
+410
70
$2.15M 0.3%
15,711
+1,113
71
$2.15M 0.3%
16,400
+525
72
$2.1M 0.3%
78,590
-3,600
73
$2.09M 0.3%
14,218
-1,163
74
$2.06M 0.29%
24,512
+2,200
75
$2.04M 0.29%
15,224
-2,229
1 2
3
4 5