LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.25B
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
1
$23.4M 3.31%
592,544
-5,440
2
$20.7M 2.93%
203,874
+2,615
3
$19.3M 2.73%
63
4
$13.7M 1.94%
209,895
+5,243
5
$13.1M 1.85%
287,492
+2,484
6
$12.3M 1.74%
163,800
+13,660
7
$9.57M 1.35%
38,278
-220
8
$9.28M 1.31%
246,456
-11,536
9
$9.03M 1.28%
89,287
-3,315
10
$7.89M 1.12%
61,129
+1,225
11
$7.86M 1.11%
38,495
+63
12
$7.85M 1.11%
150,300
+1,320
13
$7.31M 1.03%
100,265
+2,521
14
$7.2M 1.02%
54,895
-2,153
15
$6.66M 0.94%
60,774
+242
16
$6.05M 0.86%
146,147
+1,780
17
$6.05M 0.86%
61,955
-1,554
18
$5.86M 0.83%
44,398
-80
19
$5.69M 0.81%
83,473
-5,187
20
$5.42M 0.77%
+104,560
21
$5.09M 0.72%
386,288
-48
22
$5.07M 0.72%
117,045
+2,936
23
$4.88M 0.69%
116,315
+25,094
24
$4.88M 0.69%
226,223
+23,223
25
$4.77M 0.67%
51,903
+3,311
1
2 3 4 5