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
526
$232K 0.03%
8,817
+1,925
527
$231K 0.03%
4,218
+934
528
$231K 0.03%
2,214
+655
529
$231K 0.03%
9,384
+104
530
$230K 0.03%
9,220
-2,059
531
$229K 0.03%
12,028
-5,454
532
$229K 0.03%
3,492
+34
533
$226K 0.03%
+13,149
534
$225K 0.03%
3,830
+470
535
$225K 0.03%
6,314
-2,178
536
$225K 0.03%
68,883
-25,698
537
$224K 0.03%
2,425
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538
$224K 0.03%
2,253
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539
$224K 0.03%
+4,674
540
$224K 0.03%
2,961
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541
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542
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543
$223K 0.03%
32,338
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544
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3,173
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545
$222K 0.03%
2,144
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546
$220K 0.02%
6,590
+1,878
547
$219K 0.02%
+1,976
548
$219K 0.02%
22,451
-24,006
549
$218K 0.02%
+8,228
550
$218K 0.02%
1,711
+187
20 21
22
23 24