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
401
$611K 0.04%
9,380
+125
402
$610K 0.04%
2,640
+666
403
$607K 0.04%
9,731
+79
404
$603K 0.04%
7,055
+1,080
405
$602K 0.04%
19,979
-7
406
$599K 0.04%
+12,289
407
$598K 0.04%
14,637
-1,968
408
$596K 0.04%
6,029
-871
409
$596K 0.04%
3,814
+2
410
$592K 0.04%
1,326
+15
411
$592K 0.04%
29,344
+511
412
$591K 0.04%
18,564
+4,968
413
$591K 0.04%
11,076
-1,475
414
$590K 0.04%
6,441
+22
415
$589K 0.04%
21,250
+3,200
416
$587K 0.04%
13,786
+375
417
$587K 0.04%
11,548
+1,616
418
$587K 0.04%
3,108
+155
419
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1,624
-69
420
$582K 0.04%
4,890
-793
421
$579K 0.04%
29,584
+17,055
422
$579K 0.04%
15,086
+4,263
423
$578K 0.04%
10,422
+2,142
424
$578K 0.04%
45,152
+519
425
$577K 0.04%
+5,624
15 16
17
18 19