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
376
$658K 0.04%
9,413
+97
377
$657K 0.04%
+4,749
378
$652K 0.04%
16,367
+3,417
379
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9,689
+3,396
380
$645K 0.04%
4,471
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381
$643K 0.04%
4,698
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382
$641K 0.04%
22,683
-1,173
383
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22,777
-1,506
384
$639K 0.04%
8,186
-144
385
$639K 0.04%
50,726
-596
386
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11,789
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387
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146,717
+101
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$638K 0.04%
6,900
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389
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11,164
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390
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6,802
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391
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103,770
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393
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12,552
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394
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395
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22,151
-33
396
$618K 0.04%
17,248
-2,468
397
$617K 0.04%
7,772
+444
398
$617K 0.04%
15,140
-2,812
399
$612K 0.04%
16,820
-173
400
$612K 0.04%
19,279
-1,147
14 15
16
17 18