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
126
$1.41M 0.16%
14,881
+1,547
127
$1.39M 0.16%
19,869
+17,500
128
$1.38M 0.15%
11,315
+1,806
129
$1.37M 0.15%
41,906
+3,780
130
$1.37M 0.15%
8,794
+654
131
$1.37M 0.15%
7,917
-2,048
132
$1.35M 0.15%
4,223
+139
133
$1.35M 0.15%
5,655
+449
134
$1.33M 0.15%
12,568
-5,759
135
$1.33M 0.15%
69,630
-2,520
136
$1.32M 0.15%
3,002
+545
137
$1.31M 0.15%
11,911
+4
138
$1.31M 0.15%
11,142
+118
139
$1.31M 0.15%
4,133
+436
140
$1.3M 0.15%
26,016
+959
141
$1.28M 0.14%
10,044
+732
142
$1.27M 0.14%
21,464
-2,018
143
$1.27M 0.14%
7,633
+286
144
$1.25M 0.14%
15,680
+246
145
$1.24M 0.14%
44,410
-8,648
146
$1.24M 0.14%
8,286
-2,466
147
$1.23M 0.14%
12,813
+467
148
$1.22M 0.14%
8,084
+540
149
$1.21M 0.14%
25,517
-8,802
150
$1.21M 0.14%
141,851
+19,379
4 5
6
7 8