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
401
$356K 0.04%
15,247
-14,837
402
$355K 0.04%
22,776
+4,925
403
$353K 0.04%
6,495
+509
404
$353K 0.04%
7,253
-36
405
$349K 0.04%
34,668
+9,594
406
$348K 0.04%
3,376
+413
407
$343K 0.04%
5,560
+725
408
$342K 0.04%
9,703
+2,356
409
$342K 0.04%
11,666
+2,826
410
$341K 0.04%
7,327
+699
411
$339K 0.04%
3,359
+1,946
412
$338K 0.04%
8,011
+1,451
413
$338K 0.04%
7,522
+1,893
414
$337K 0.04%
8,284
+407
415
$337K 0.04%
8,961
-2,423
416
$336K 0.04%
11,461
+5,434
417
$336K 0.04%
4,182
+1,197
418
$336K 0.04%
4,564
-419
419
$335K 0.04%
4,435
+92
420
$334K 0.04%
27,651
+4,773
421
$333K 0.04%
34,249
+8,246
422
$333K 0.04%
26,527
-3,674
423
$332K 0.04%
4,029
+986
424
$330K 0.04%
6,523
+55
425
$329K 0.04%
5,095
+433
15 16
17
18 19