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
501
$252K 0.03%
1,142
+62
502
$252K 0.03%
1,626
+252
503
$252K 0.03%
18,260
-25,423
504
$251K 0.03%
6,501
+315
505
$251K 0.03%
31,080
-38,465
506
$250K 0.03%
7,977
+645
507
$246K 0.03%
11,393
+1,856
508
$245K 0.03%
3,411
+822
509
$245K 0.03%
2,406
+159
510
$244K 0.03%
+1,783
511
$244K 0.03%
+1,290
512
$244K 0.03%
27,277
+2,392
513
$244K 0.03%
25,618
-3,923
514
$244K 0.03%
157,662
+12,186
515
$243K 0.03%
3,780
-988
516
$242K 0.03%
4,249
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517
$242K 0.03%
1,528
+369
518
$241K 0.03%
+4,311
519
$240K 0.03%
9,594
+1,231
520
$239K 0.03%
3,100
521
$238K 0.03%
17,547
522
$237K 0.03%
80,839
+55,017
523
$236K 0.03%
3,897
-441
524
$236K 0.03%
+9,742
525
$232K 0.03%
6,834
-1,860
19 20
21
22 23