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
276
$979K 0.07%
10,225
-45
277
$978K 0.07%
8,251
+768
278
$976K 0.07%
6,344
+530
279
$975K 0.07%
12,134
-200
280
$971K 0.07%
3,819
+2,324
281
$968K 0.07%
21,775
-83
282
$956K 0.06%
2,834
+725
283
$950K 0.06%
3,489
-13
284
$943K 0.06%
287,444
+92,994
285
$940K 0.06%
21,133
-1,899
286
$930K 0.06%
12,519
+1,136
287
$915K 0.06%
3,003
-245
288
$914K 0.06%
7,812
-157
289
$912K 0.06%
7,544
+3,869
290
$911K 0.06%
16,860
+901
291
$909K 0.06%
24,251
-1,105
292
$908K 0.06%
6,068
-283
293
$905K 0.06%
4,868
+114
294
$901K 0.06%
10,029
+1,180
295
$900K 0.06%
11,969
-1,111
296
$893K 0.06%
19,405
-9,025
297
$893K 0.06%
5,862
-50
298
$888K 0.06%
7,977
+689
299
$886K 0.06%
57,280
+4,345
300
$884K 0.06%
93,676
-936
10 11
12
13 14