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
576
$201K 0.02%
4,824
+949
577
$201K 0.02%
+5,602
578
$200K 0.02%
+1,432
579
$200K 0.02%
+3,748
580
$199K 0.02%
+28,153
581
$195K 0.02%
44,588
+18,557
582
$192K 0.02%
13,311
+4,110
583
$191K 0.02%
20,023
+500
584
$190K 0.02%
23,126
+4,044
585
$186K 0.02%
12,024
+3,189
586
$178K 0.02%
14,298
+3,400
587
$177K 0.02%
32,279
-13,784
588
$176K 0.02%
+14,559
589
$174K 0.02%
36,512
+2,903
590
$172K 0.02%
26,767
-5,261
591
$171K 0.02%
12,558
+1,446
592
$171K 0.02%
48,069
-18,969
593
$169K 0.02%
+83,700
594
$169K 0.02%
18,720
595
$166K 0.02%
19,261
-1,014
596
$163K 0.02%
16,604
-3,303
597
$162K 0.02%
33,139
+5,179
598
$160K 0.02%
12,662
-1,831
599
$157K 0.02%
16,839
+1,903
600
$156K 0.02%
16,477
-3,425
22 23
24
25 26