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
51
$3.38M 0.38%
266,816
+5,888
52
$3.37M 0.38%
76,151
-10,489
53
$3.35M 0.38%
42,517
+2,492
54
$3.31M 0.37%
503,040
+16,240
55
$3.3M 0.37%
59,230
+10,833
56
$3.25M 0.36%
152,867
-17,211
57
$3.2M 0.36%
66,269
-363
58
$3.2M 0.36%
18,050
+12,811
59
$3.19M 0.36%
13,453
+12,090
60
$3.12M 0.35%
15,382
+1,580
61
$3.1M 0.35%
21,941
-1,248
62
$3.08M 0.35%
53,991
+217
63
$3.06M 0.34%
89,745
+476
64
$3.01M 0.34%
41,548
-10,057
65
$2.9M 0.33%
163,062
-3,086
66
$2.87M 0.32%
29,969
+1,849
67
$2.87M 0.32%
20,664
+1,421
68
$2.79M 0.31%
27,940
+314
69
$2.77M 0.31%
19,255
+664
70
$2.76M 0.31%
120,439
-265
71
$2.74M 0.31%
24,214
+9,897
72
$2.72M 0.3%
22,649
+394
73
$2.68M 0.3%
12,298
+886
74
$2.63M 0.29%
19,207
+2,725
75
$2.52M 0.28%
22,853
+1,307
1 2
3
4 5