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
326
$794K 0.05%
4,826
+140
327
$794K 0.05%
5,601
-32
328
$793K 0.05%
9,166
+938
329
$788K 0.05%
21,875
+2,675
330
$787K 0.05%
32,491
-3
331
$786K 0.05%
24,585
-1,991
332
$782K 0.05%
+4,483
333
$779K 0.05%
2,302
+292
334
$775K 0.05%
97,015
-442
335
$775K 0.05%
7,173
+3,257
336
$772K 0.05%
651
-15
337
$771K 0.05%
5,931
-119
338
$770K 0.05%
2,004
-676
339
$767K 0.05%
8,024
-298
340
$765K 0.05%
7,673
+2,204
341
$757K 0.05%
41,620
-14,137
342
$756K 0.05%
45,121
+2,983
343
$754K 0.05%
2,465
+1,500
344
$752K 0.05%
+2,125
345
$738K 0.05%
30,236
+222
346
$736K 0.05%
8,436
-248
347
$735K 0.05%
6,271
348
$732K 0.05%
15,824
-1,760
349
$730K 0.05%
5,351
-1,226
350
$730K 0.05%
10,254
+1,306
12 13
14
15 16