LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
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
+$26.7M
2
+$16.3M
3
+$16M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.27M
5
CMC icon
Commercial Metals
CMC
+$4.95M

Top Sells

1
+$1.86M
2
+$1.7M
3
+$1.54M
4
RCM
R1 RCM Inc. Common Stock
RCM
+$1.2M
5
CVX icon
Chevron
CVX
+$994K

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
26
$5.23M 0.59%
32,448
+7,572
27
$5.21M 0.59%
155,330
+69,224
28
$5.21M 0.59%
27,905
+1,757
29
$5.13M 0.58%
20,549
+895
30
$4.86M 0.55%
40,426
+2,625
31
$4.75M 0.54%
99,489
+3,704
32
$4.71M 0.53%
119,753
+4,291
33
$4.65M 0.52%
23,902
+945
34
$4.62M 0.52%
79,380
+580
35
$4.46M 0.5%
282,218
+260,135
36
$4.32M 0.49%
114,144
+10,839
37
$4.31M 0.49%
17,855
+400
38
$4.26M 0.48%
79,225
+1,087
39
$4.12M 0.46%
37,185
-3,480
40
$3.92M 0.44%
162,857
-10,627
41
$3.92M 0.44%
126,531
-9,182
42
$3.87M 0.44%
112,587
+724
43
$3.84M 0.43%
23,527
+1,130
44
$3.81M 0.43%
13,349
+584
45
$3.65M 0.41%
97,170
+17,140
46
$3.51M 0.39%
46,896
+6,588
47
$3.46M 0.39%
41,811
+3,215
48
$3.44M 0.39%
41,757
+3,698
49
$3.44M 0.39%
20,811
+11
50
$3.39M 0.38%
89,992
+58
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2
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