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
626
$113K 0.01%
18,664
+153
627
$112K 0.01%
34,155
+11,664
628
$111K 0.01%
+22,130
629
$111K 0.01%
+5,468
630
$107K 0.01%
+26,011
631
$104K 0.01%
13,734
-24,738
632
$102K 0.01%
48,156
-12,344
633
$101K 0.01%
+11,463
634
$101K 0.01%
+12,712
635
$101K 0.01%
14,553
+6,271
636
$95K 0.01%
+12,428
637
$94K 0.01%
17,658
+151
638
$91K 0.01%
11,122
-9,134
639
$90K 0.01%
302
+16
640
$88K 0.01%
13,300
+150
641
$88K 0.01%
14,888
-6,480
642
$86K 0.01%
+28,125
643
$84K 0.01%
+35,851
644
$83K 0.01%
+14,361
645
$78K 0.01%
34,203
+20,908
646
$78K 0.01%
+732
647
$77K 0.01%
11,284
-6,552
648
$75K 0.01%
+10,151
649
$74K 0.01%
+14,852
650
$73K 0.01%
+12,124
24 25
26
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