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
651
$72K 0.01%
2,933
-1,673
652
$70K 0.01%
15,200
-160
653
$69K 0.01%
14,739
-23,286
654
$66K 0.01%
+11,728
655
$65K 0.01%
+12,185
656
$65K 0.01%
19,622
+3,450
657
$61K 0.01%
14,490
+3,734
658
$61K 0.01%
15,369
+4,966
659
$56K 0.01%
+11,251
660
$55K 0.01%
+10,677
661
$55K 0.01%
+41,729
662
$55K 0.01%
+10,224
663
$52K 0.01%
+17,788
664
$51K 0.01%
+13,500
665
$49K 0.01%
+23,299
666
$47K 0.01%
+13,896
667
$45K 0.01%
18,193
-16,487
668
$44K ﹤0.01%
22,260
+9,239
669
$44K ﹤0.01%
+16,748
670
$42K ﹤0.01%
24,870
-17,579
671
$40K ﹤0.01%
+2,622
672
$37K ﹤0.01%
52,004
+35,718
673
$35K ﹤0.01%
56
674
$31K ﹤0.01%
26,480
+2,720
675
$29K ﹤0.01%
+149
25 26
27
28 29