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
151
$1.2M 0.13%
45,591
+157
152
$1.2M 0.13%
18,075
+976
153
$1.19M 0.13%
41,733
+403
154
$1.19M 0.13%
26,037
+2,473
155
$1.18M 0.13%
27,829
-4,270
156
$1.18M 0.13%
34,236
-4,075
157
$1.18M 0.13%
7,961
+1,517
158
$1.18M 0.13%
7,503
159
$1.17M 0.13%
16,856
+8,635
160
$1.16M 0.13%
25,656
+3,026
161
$1.16M 0.13%
25,329
+276
162
$1.15M 0.13%
53,897
+409
163
$1.15M 0.13%
14,818
+1,588
164
$1.15M 0.13%
7,406
-212
165
$1.14M 0.13%
+29,905
166
$1.14M 0.13%
8,035
-177
167
$1.14M 0.13%
48,000
-8,000
168
$1.13M 0.13%
32,295
+1,950
169
$1.13M 0.13%
28,473
-7,739
170
$1.12M 0.13%
17,836
+525
171
$1.1M 0.12%
6,222
-67
172
$1.1M 0.12%
11,727
-3,127
173
$1.09M 0.12%
1,743
+148
174
$1.07M 0.12%
3,549
+184
175
$1.07M 0.12%
14,822
+2,346
5 6
7
8 9