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
526
$232K 0.03%
8,742
+1,908
527
$231K 0.03%
2,214
+655
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$231K 0.03%
9,384
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530
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9,220
-2,059
531
$229K 0.03%
12,028
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532
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533
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+13,149
534
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535
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6,314
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536
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537
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538
$224K 0.03%
2,425
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539
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2,253
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540
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541
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543
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2,144
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546
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547
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+1,976
548
$219K 0.02%
22,451
-24,006
549
$218K 0.02%
4,506
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550
$218K 0.02%
+8,228
20 21
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23 24