LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
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
+$26.7M
2
+$16.3M
3
+$16M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.27M
5
CMC icon
Commercial Metals
CMC
+$4.95M

Top Sells

1
+$1.86M
2
+$1.7M
3
+$1.54M
4
RCM
R1 RCM Inc. Common Stock
RCM
+$1.2M
5
CVX icon
Chevron
CVX
+$994K

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
76
$2.48M 0.28%
20,241
-1,290
77
$2.48M 0.28%
23,176
+40
78
$2.48M 0.28%
8,725
-23
79
$2.44M 0.28%
32,084
+1,920
80
$2.43M 0.27%
10,550
+678
81
$2.42M 0.27%
153,920
+112
82
$2.42M 0.27%
54,079
+5,346
83
$2.38M 0.27%
39,612
+1,236
84
$2.3M 0.26%
60,479
-7,820
85
$2.22M 0.25%
27,616
+2,998
86
$2.14M 0.24%
71,094
+3,878
87
$2.09M 0.24%
35,233
-189
88
$2.07M 0.23%
58,297
+8,358
89
$2.04M 0.23%
172,625
+14,160
90
$2.02M 0.23%
44,984
-33,404
91
$2.02M 0.23%
13,970
+889
92
$2M 0.22%
8,912
+223
93
$2M 0.22%
221,094
+986
94
$1.97M 0.22%
29,966
-2,335
95
$1.97M 0.22%
13,260
96
$1.96M 0.22%
15,504
+1,141
97
$1.95M 0.22%
111,334
-8,136
98
$1.93M 0.22%
5,680
+663
99
$1.9M 0.21%
46,959
+31,152
100
$1.89M 0.21%
7,238
+585
2 3
4
5 6