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
101
$1.88M 0.21%
15,741
+907
102
$1.87M 0.21%
42,826
+4,916
103
$1.85M 0.21%
27,353
+808
104
$1.82M 0.2%
200,006
-100,000
105
$1.77M 0.2%
6,744
-403
106
$1.77M 0.2%
15,497
-2,883
107
$1.74M 0.2%
41,252
-7,572
108
$1.74M 0.19%
19,248
-3,647
109
$1.72M 0.19%
23,541
-118
110
$1.7M 0.19%
3,890
+329
111
$1.68M 0.19%
18,092
+5,832
112
$1.62M 0.18%
6,629
-164
113
$1.59M 0.18%
7,000
+36
114
$1.59M 0.18%
55,381
-23,159
115
$1.59M 0.18%
21,494
+2,844
116
$1.56M 0.18%
32,669
+30
117
$1.52M 0.17%
17,790
-230
118
$1.51M 0.17%
4,819
+220
119
$1.49M 0.17%
53,240
+23,149
120
$1.45M 0.16%
16,843
-1,799
121
$1.44M 0.16%
12,436
-782
122
$1.44M 0.16%
29,448
+46
123
$1.43M 0.16%
11,256
-1,019
124
$1.43M 0.16%
23,213
-4,937
125
$1.43M 0.16%
15,566
+1,541
3 4
5
6 7