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
251
$1.07M 0.07%
2,214
+123
252
$1.07M 0.07%
8,101
+144
253
$1.07M 0.07%
4,359
+356
254
$1.05M 0.07%
5,790
+551
255
$1.05M 0.07%
8,910
+1,235
256
$1.05M 0.07%
2,907
+417
257
$1.04M 0.07%
47,310
+1,108
258
$1.04M 0.07%
21,731
-289
259
$1.04M 0.07%
+12,526
260
$1.04M 0.07%
2,762
+373
261
$1.03M 0.07%
193,887
+1,256
262
$1.03M 0.07%
8,667
+17
263
$1.03M 0.07%
39,632
+6,803
264
$1.03M 0.07%
2,007
-4
265
$1.02M 0.07%
4,720
+1,166
266
$1.02M 0.07%
3,590
+64
267
$1.01M 0.07%
2,353
-53
268
$1.01M 0.07%
12,628
+319
269
$1.01M 0.07%
10,252
+244
270
$1.01M 0.07%
9,797
+149
271
$1.01M 0.07%
7,656
+1,841
272
$995K 0.07%
6,853
+430
273
$983K 0.07%
33,145
+445
274
$981K 0.07%
1,962
+8
275
$980K 0.07%
10,604
+3,720
9 10
11
12 13