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
376
$404K 0.05%
6,731
+45
377
$403K 0.05%
7,455
+434
378
$402K 0.05%
3,981
-1,740
379
$401K 0.05%
33,478
+7,341
380
$400K 0.04%
14,860
-4,304
381
$398K 0.04%
7,638
-1,505
382
$394K 0.04%
14,690
-3,327
383
$392K 0.04%
13,936
-1,324
384
$390K 0.04%
5,792
+1,548
385
$390K 0.04%
3,012
+27
386
$380K 0.04%
8,181
-1,328
387
$379K 0.04%
19,115
+3,363
388
$378K 0.04%
8,570
+364
389
$378K 0.04%
4,700
390
$374K 0.04%
6,800
-1,074
391
$371K 0.04%
4,439
-167
392
$370K 0.04%
2,514
+425
393
$369K 0.04%
2,888
+562
394
$369K 0.04%
2,051
+502
395
$367K 0.04%
159,884
+113,673
396
$367K 0.04%
3,686
+144
397
$365K 0.04%
15,323
+5,337
398
$364K 0.04%
10,208
-2,731
399
$359K 0.04%
4,985
+562
400
$358K 0.04%
5,504
+1,075
14 15
16
17 18