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
151
$1.04M 0.15%
7,744
-545
152
$1.04M 0.15%
9,108
+95
153
$1.03M 0.15%
11,957
+340
154
$1.03M 0.15%
17,024
-206
155
$1.02M 0.14%
24,213
-1,653
156
$1.02M 0.14%
22,292
+502
157
$1.01M 0.14%
8,334
-970
158
$1.01M 0.14%
7,503
159
$1M 0.14%
11,746
-618
160
$1M 0.14%
97,523
+12,421
161
$994K 0.14%
5,282
+477
162
$984K 0.14%
16,033
+4,701
163
$982K 0.14%
11,884
+743
164
$978K 0.14%
3,733
-266
165
$974K 0.14%
24,579
-2,842
166
$972K 0.14%
102,126
+626
167
$965K 0.14%
16,159
-207
168
$962K 0.14%
8,378
169
$958K 0.14%
23,932
+729
170
$957K 0.14%
46,635
-746
171
$955K 0.14%
10,957
+177
172
$955K 0.14%
6,888
-185
173
$952K 0.13%
19,640
+1,023
174
$951K 0.13%
26,239
-1,201
175
$950K 0.13%
29,018
+13,121
5 6
7
8 9