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
451
$301K 0.03%
199,080
-16,705
452
$300K 0.03%
21,176
+2,601
453
$297K 0.03%
7,903
-3,861
454
$297K 0.03%
3,533
+309
455
$297K 0.03%
2,453
+8
456
$296K 0.03%
8,892
+701
457
$294K 0.03%
5,406
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458
$294K 0.03%
14,552
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459
$294K 0.03%
9,631
-4,470
460
$293K 0.03%
5,349
-1,436
461
$292K 0.03%
2,924
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462
$291K 0.03%
8,565
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463
$291K 0.03%
4,070
+377
464
$289K 0.03%
6,368
-2,395
465
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2,778
-210
466
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3,511
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467
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20,000
468
$282K 0.03%
8,087
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469
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10,229
+1,570
470
$281K 0.03%
34,718
-3,372
471
$278K 0.03%
57,719
+22,313
472
$277K 0.03%
17,057
+4,234
473
$276K 0.03%
7,350
474
$274K 0.03%
5,537
+451
475
$273K 0.03%
6,575
+1,098
17 18
19
20 21