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
426
$329K 0.04%
39,737
+5,011
427
$328K 0.04%
26,942
-4,033
428
$325K 0.04%
6,552
-1,544
429
$324K 0.04%
5,834
+913
430
$324K 0.04%
6,417
+1,004
431
$322K 0.04%
3,585
+241
432
$321K 0.04%
1,113
-127
433
$321K 0.04%
1,767
+43
434
$320K 0.04%
44,542
+8,331
435
$319K 0.04%
2,959
-93
436
$317K 0.04%
3,937
+865
437
$317K 0.04%
8,680
+4,126
438
$316K 0.04%
26,795
+1,319
439
$316K 0.04%
1,703
+424
440
$316K 0.04%
3,057
-22
441
$313K 0.04%
84,732
+27,198
442
$311K 0.03%
60,365
+12,941
443
$310K 0.03%
5,528
+2,998
444
$307K 0.03%
6,000
445
$306K 0.03%
14,862
+93
446
$305K 0.03%
12,450
+4,344
447
$303K 0.03%
20,353
+3,244
448
$303K 0.03%
3,650
-891
449
$301K 0.03%
5,931
-459
450
$301K 0.03%
29,018
+3,067
16 17
18
19 20