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
176
$946K 0.13%
41,008
+10,810
177
$940K 0.13%
12,692
-409
178
$936K 0.13%
3,283
+62
179
$935K 0.13%
11,239
+25
180
$933K 0.13%
14,893
+717
181
$918K 0.13%
6,154
+335
182
$910K 0.13%
2,316
-115
183
$904K 0.13%
12,823
+189
184
$888K 0.13%
43,026
+11,531
185
$882K 0.12%
18,730
-2,734
186
$879K 0.12%
11,956
+232
187
$871K 0.12%
5,826
+120
188
$862K 0.12%
19,534
+248
189
$862K 0.12%
23,250
-20,098
190
$859K 0.12%
32,466
+1,763
191
$843K 0.12%
2,889
+567
192
$842K 0.12%
48,196
+9,553
193
$838K 0.12%
12,199
+430
194
$833K 0.12%
10,217
+1,734
195
$831K 0.12%
12,743
+724
196
$824K 0.12%
5,295
-323
197
$824K 0.12%
194,450
198
$821K 0.12%
22,743
+4,690
199
$817K 0.12%
43,000
+700
200
$810K 0.11%
3,218
-543
6 7
8
9 10