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
$1.46B
AUM Growth
+$343M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
904
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$14.3M
3
+$14.1M
4
META icon
Meta Platforms (Facebook)
META
+$8M
5
AMZN icon
Amazon
AMZN
+$5.55M

Top Sells

1
+$3.84M
2
+$2.08M
3
+$1.4M
4
RCM
R1 RCM Inc. Common Stock
RCM
+$1.33M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.23M

Sector Composition

1 Technology 21.48%
2 Financials 10.87%
3 Healthcare 10.57%
4 Communication Services 9.02%
5 Consumer Discretionary 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.23M 0.08%
11,183
-801
227
$1.23M 0.08%
8,311
+275
228
$1.22M 0.08%
16,051
+744
229
$1.21M 0.08%
19,411
+1,100
230
$1.2M 0.08%
5,087
-517
231
$1.2M 0.08%
4,513
+395
232
$1.19M 0.08%
4,577
+262
233
$1.19M 0.08%
33,774
+14,381
234
$1.18M 0.08%
25,010
+240
235
$1.18M 0.08%
20,903
-661
236
$1.18M 0.08%
17,005
+145
237
$1.17M 0.08%
82,285
-855
238
$1.17M 0.08%
19,874
+453
239
$1.17M 0.08%
4,512
+781
240
$1.16M 0.08%
23,052
+1,306
241
$1.14M 0.08%
8,963
+850
242
$1.14M 0.08%
34,836
+12,424
243
$1.12M 0.08%
5,344
+743
244
$1.12M 0.08%
27,401
-3,004
245
$1.11M 0.08%
18,147
+846
246
$1.11M 0.08%
12,158
+437
247
$1.09M 0.07%
7,758
+44
248
$1.08M 0.07%
+35,050
249
$1.08M 0.07%
5,347
+694
250
$1.07M 0.07%
12,624
+172
8 9
10
11 12