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
176
$1.07M 0.12%
5,338
+770
177
$1.05M 0.12%
31,355
-313
178
$1.05M 0.12%
20,134
+4,423
179
$1.05M 0.12%
18,574
-1,812
180
$1.05M 0.12%
16,624
+2,402
181
$1.04M 0.12%
7,382
+494
182
$1.03M 0.12%
19,421
-103
183
$1.03M 0.12%
5,948
+538
184
$1.03M 0.12%
+35,386
185
$1.02M 0.11%
760
-214
186
$1.02M 0.11%
9,851
187
$1.01M 0.11%
13,046
+639
188
$1.01M 0.11%
4,777
+456
189
$1.01M 0.11%
26,141
-5,171
190
$988K 0.11%
12,171
+307
191
$984K 0.11%
6,445
-187
192
$983K 0.11%
11,303
-493
193
$973K 0.11%
17,973
+1,263
194
$972K 0.11%
29,374
+1,894
195
$962K 0.11%
6,959
-1,223
196
$939K 0.11%
54,610
+23,098
197
$937K 0.11%
30,394
-5,305
198
$936K 0.11%
5,673
+267
199
$932K 0.1%
20,491
+2,963
200
$932K 0.1%
6,458
+530
6 7
8
9 10