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
301
$876K 0.06%
24,240
-102
302
$876K 0.06%
3,379
+1,927
303
$868K 0.06%
16,395
-242
304
$856K 0.06%
9,351
+82
305
$853K 0.06%
5,635
-137
306
$851K 0.06%
13,352
+762
307
$839K 0.06%
20,724
308
$838K 0.06%
5,836
-372
309
$836K 0.06%
5,994
+147
310
$836K 0.06%
5,530
+404
311
$836K 0.06%
14,538
+774
312
$832K 0.06%
730
-9
313
$827K 0.06%
4,755
+17
314
$826K 0.06%
9,024
+1,765
315
$825K 0.06%
133,676
+5,845
316
$824K 0.06%
22,907
-2,349
317
$823K 0.06%
10,040
+608
318
$822K 0.06%
2,013
+3
319
$821K 0.06%
8,925
+230
320
$818K 0.06%
8,595
+500
321
$817K 0.06%
9,007
-95
322
$814K 0.06%
35,751
+29
323
$804K 0.05%
18,955
+929
324
$800K 0.05%
36,641
-15,820
325
$795K 0.05%
6,030
-34
11 12
13
14 15