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
351
$729K 0.05%
17,400
-394
352
$724K 0.05%
3,718
+2,225
353
$721K 0.05%
3,710
-119
354
$721K 0.05%
+7,506
355
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6,626
-78
356
$710K 0.05%
80,883
-5,229
357
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54,992
-5,871
358
$702K 0.05%
120,261
-3,197
359
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+13,660
360
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+7,150
361
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+16,095
362
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37,922
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363
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8,747
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364
$683K 0.05%
1,279
+282
365
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5,248
-352
366
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8,118
+3,690
367
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7,178
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368
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6,604
-31
369
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23,394
+13,800
370
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14,375
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371
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22,170
372
$667K 0.05%
236,240
+9,060
373
$662K 0.04%
4,530
+89
374
$661K 0.04%
15,682
+132
375
$660K 0.04%
36,351
-820
13 14
15
16 17