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
$889M
AUM Growth
-$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
764
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$13.8M
3
+$13.3M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.44M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$4.24M

Top Sells

1
+$1.7M
2
+$1.5M
3
+$1.15M
4
RCM
R1 RCM Inc. Common Stock
RCM
+$909K
5
AIG icon
American International
AIG
+$812K

Sector Composition

1 Technology 18.57%
2 Financials 11.57%
3 Healthcare 11.3%
4 Communication Services 9.53%
5 Consumer Discretionary 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$679K 0.08%
3,420
+873
252
$672K 0.08%
8,594
-39
253
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27,880
+650
254
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255
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19,062
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256
$662K 0.07%
10,527
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257
$661K 0.07%
7,876
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258
$652K 0.07%
29,034
+7,631
259
$650K 0.07%
18,110
-894
260
$649K 0.07%
13,638
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261
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41,518
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262
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263
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35,238
+2,824
264
$643K 0.07%
4,257
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265
$643K 0.07%
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266
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40,600
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10,618
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3,507
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271
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2,367
-59
272
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4,622
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273
$615K 0.07%
35,633
-5,252
274
$614K 0.07%
13,415
-181
275
$613K 0.07%
1,994
-19
9 10
11
12 13