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
126
$1.25M 0.18%
26,099
-3,461
127
$1.25M 0.18%
373,840
-60,480
128
$1.25M 0.18%
7,950
-5
129
$1.24M 0.18%
4,114
-21
130
$1.23M 0.17%
4,299
+186
131
$1.23M 0.17%
23,850
-831
132
$1.2M 0.17%
20,330
+8,442
133
$1.19M 0.17%
13,151
+334
134
$1.18M 0.17%
15,660
+2,537
135
$1.17M 0.16%
6,980
-67
136
$1.16M 0.16%
8,977
+445
137
$1.16M 0.16%
6,806
+194
138
$1.15M 0.16%
7,796
-127
139
$1.11M 0.16%
258,664
+31,970
140
$1.1M 0.16%
41,278
+193
141
$1.09M 0.15%
22,578
+644
142
$1.07M 0.15%
14,209
+1,570
143
$1.07M 0.15%
10,414
+74
144
$1.07M 0.15%
17,913
-1,062
145
$1.06M 0.15%
15,568
+343
146
$1.06M 0.15%
8,338
+719
147
$1.05M 0.15%
6,882
+253
148
$1.05M 0.15%
15,905
-167
149
$1.05M 0.15%
6,038
-42
150
$1.04M 0.15%
33,614
+569
4 5
6
7 8