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
276
$612K 0.07%
9,170
+448
277
$608K 0.07%
8,338
+265
278
$606K 0.07%
20,153
+1,040
279
$605K 0.07%
13,261
-2,664
280
$600K 0.07%
18,750
+1,029
281
$596K 0.07%
18,578
+7,074
282
$595K 0.07%
22,200
-2,322
283
$595K 0.07%
24,377
-18,624
284
$594K 0.07%
62,439
+37,501
285
$591K 0.07%
11,855
+5,891
286
$587K 0.07%
8,338
+735
287
$581K 0.07%
+11,400
288
$575K 0.06%
126,813
+40,900
289
$571K 0.06%
8,084
+78
290
$570K 0.06%
7,119
+776
291
$570K 0.06%
7,618
-1,589
292
$565K 0.06%
3,840
+290
293
$563K 0.06%
13,212
+1,668
294
$557K 0.06%
10,624
+3,993
295
$553K 0.06%
13,645
-5,529
296
$552K 0.06%
10,288
-1,203
297
$545K 0.06%
4,495
+600
298
$542K 0.06%
20,622
+1,778
299
$540K 0.06%
5,528
+676
300
$537K 0.06%
32,555
-6,067
10 11
12
13 14