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
101
$1.61M 0.23%
29,937
-104
102
$1.6M 0.23%
11,250
+1,264
103
$1.57M 0.22%
12,293
+1,547
104
$1.57M 0.22%
16,957
+284
105
$1.56M 0.22%
35,988
+3,596
106
$1.56M 0.22%
31,582
-9,079
107
$1.56M 0.22%
+9,977
108
$1.53M 0.22%
22,326
+100
109
$1.51M 0.21%
28,933
+480
110
$1.5M 0.21%
41,881
+1,135
111
$1.49M 0.21%
64,692
+1,134
112
$1.47M 0.21%
29,539
-1,367
113
$1.46M 0.21%
5,565
+6
114
$1.45M 0.21%
34,933
-4,946
115
$1.44M 0.2%
149,130
+1,405
116
$1.41M 0.2%
4,141
+94
117
$1.4M 0.2%
55,070
-1,400
118
$1.4M 0.2%
11,972
+23
119
$1.37M 0.19%
31,640
+516
120
$1.34M 0.19%
10,272
-467
121
$1.33M 0.19%
29,663
-143
122
$1.31M 0.19%
13,451
-1,665
123
$1.29M 0.18%
21,999
+965
124
$1.29M 0.18%
22,625
+181
125
$1.26M 0.18%
12,882
3 4
5
6 7