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
601
$154K 0.02%
11,898
-41
602
$154K 0.02%
12,199
+1,320
603
$153K 0.02%
56,516
+47,454
604
$152K 0.02%
49,029
+11,422
605
$152K 0.02%
13,155
+5,236
606
$145K 0.02%
+11,464
607
$145K 0.02%
+18,920
608
$144K 0.02%
+11,448
609
$143K 0.02%
21,258
-1,381
610
$140K 0.02%
+24,520
611
$139K 0.02%
+12,098
612
$138K 0.02%
60,009
-3,640
613
$137K 0.02%
27,730
+12,472
614
$135K 0.02%
13,748
+215
615
$135K 0.02%
28,995
+9,235
616
$134K 0.02%
12,796
+3,965
617
$133K 0.01%
153,405
+21,786
618
$128K 0.01%
+18,586
619
$127K 0.01%
10,625
+6,257
620
$126K 0.01%
17,023
+5,502
621
$123K 0.01%
+17,859
622
$121K 0.01%
10,000
623
$121K 0.01%
11,800
-32,526
624
$119K 0.01%
37,333
+22,309
625
$113K 0.01%
11,191
+193
23 24
25
26 27