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
551
$218K 0.02%
1,711
+187
552
$217K 0.02%
+10,046
553
$214K 0.02%
3,760
+844
554
$214K 0.02%
8,663
-3,245
555
$214K 0.02%
6,176
+565
556
$214K 0.02%
3,710
+201
557
$212K 0.02%
+6,678
558
$212K 0.02%
32,671
-7,773
559
$212K 0.02%
+4,405
560
$211K 0.02%
+4,553
561
$211K 0.02%
+5,831
562
$210K 0.02%
1,532
-419
563
$209K 0.02%
1,652
564
$208K 0.02%
8,826
-6,495
565
$207K 0.02%
4,250
+527
566
$206K 0.02%
5,137
-70
567
$205K 0.02%
3,800
+257
568
$205K 0.02%
1,594
+70
569
$203K 0.02%
18,388
+2,010
570
$203K 0.02%
14,514
+3,844
571
$203K 0.02%
+4,628
572
$203K 0.02%
+6,276
573
$203K 0.02%
27,664
+7,798
574
$202K 0.02%
5,072
-1,488
575
$201K 0.02%
7,636
+1,018
21 22
23
24 25