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
351
$444K 0.05%
4,329
+245
352
$444K 0.05%
15,300
-12,544
353
$444K 0.05%
3,412
+330
354
$443K 0.05%
145,398
+4,903
355
$442K 0.05%
+10,808
356
$436K 0.05%
11,714
-15,950
357
$435K 0.05%
10,720
+2,660
358
$432K 0.05%
90,269
-31,330
359
$431K 0.05%
6,293
+365
360
$429K 0.05%
2,996
+702
361
$429K 0.05%
17,358
-319
362
$428K 0.05%
13,890
-12,858
363
$425K 0.05%
2,817
+68
364
$422K 0.05%
21,917
-454
365
$421K 0.05%
11,956
+3,107
366
$418K 0.05%
22,912
+1,876
367
$417K 0.05%
1,614
-836
368
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6,938
+2,647
369
$412K 0.05%
9,009
-2,540
370
$409K 0.05%
+14,731
371
$409K 0.05%
2,854
-537
372
$407K 0.05%
26,799
-16,560
373
$405K 0.05%
15,708
374
$404K 0.05%
3,500
375
$404K 0.05%
4,422
+440
13 14
15
16 17