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
201
$810K 0.11%
11,245
+2,718
202
$809K 0.11%
23,577
+2,461
203
$807K 0.11%
12,797
-628
204
$806K 0.11%
3,289
+74
205
$796K 0.11%
4,989
+120
206
$794K 0.11%
22,363
-5,123
207
$788K 0.11%
7,257
+152
208
$784K 0.11%
15,723
+560
209
$780K 0.11%
7,603
+125
210
$768K 0.11%
4,755
-59
211
$762K 0.11%
11,574
-324
212
$759K 0.11%
7,798
-503
213
$758K 0.11%
122,346
+2,776
214
$758K 0.11%
110,604
+4,289
215
$754K 0.11%
4,549
+297
216
$751K 0.11%
4,696
+458
217
$750K 0.11%
4,710
+15
218
$737K 0.1%
6,156
-208
219
$736K 0.1%
11,595
+117
220
$735K 0.1%
15,317
+2,072
221
$732K 0.1%
28,252
-596
222
$726K 0.1%
17,026
-538
223
$724K 0.1%
7,693
+140
224
$722K 0.1%
13,391
+1,714
225
$720K 0.1%
50,370
-780
7 8
9
10 11