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
76
$2.01M 0.28%
9,130
+208
77
$1.97M 0.28%
19,790
-253
78
$1.95M 0.28%
8,705
+112
79
$1.91M 0.27%
29,627
-2,198
80
$1.87M 0.26%
17,360
-1,534
81
$1.85M 0.26%
28,287
+4,515
82
$1.83M 0.26%
20,020
+174
83
$1.79M 0.25%
28,788
+335
84
$1.76M 0.25%
11,155
+536
85
$1.76M 0.25%
19,379
+894
86
$1.74M 0.25%
8,840
+433
87
$1.74M 0.25%
13,149
-551
88
$1.73M 0.24%
25,837
+2,282
89
$1.72M 0.24%
18,047
-117
90
$1.71M 0.24%
39,738
+5,124
91
$1.7M 0.24%
25,478
-1,747
92
$1.69M 0.24%
8,914
+4,212
93
$1.69M 0.24%
44,540
+2,122
94
$1.68M 0.24%
59,782
+14,271
95
$1.68M 0.24%
36,825
-890
96
$1.67M 0.24%
13,124
+763
97
$1.65M 0.23%
959
-19
98
$1.64M 0.23%
44,663
+1,719
99
$1.64M 0.23%
79,287
+474
100
$1.61M 0.23%
14,853
-1,613
2 3
4
5 6