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
426
$574K 0.04%
4,320
-171
427
$573K 0.04%
11,362
+300
428
$571K 0.04%
6,860
+454
429
$562K 0.04%
10,052
+114
430
$562K 0.04%
13,804
-949
431
$559K 0.04%
36,903
-1,523
432
$555K 0.04%
13,408
-394
433
$546K 0.04%
4,618
+1,118
434
$544K 0.04%
12,722
-134
435
$542K 0.04%
+25,000
436
$540K 0.04%
9,129
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437
$538K 0.04%
26,234
-507
438
$535K 0.04%
10,400
-1,000
439
$534K 0.04%
+15,293
440
$529K 0.04%
3,564
+108
441
$528K 0.04%
3,456
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442
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46,741
-4,760
443
$524K 0.04%
2,629
+1,047
444
$523K 0.04%
145,592
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445
$519K 0.04%
5,569
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446
$518K 0.04%
42,180
+4,156
447
$517K 0.04%
1,443
-869
448
$516K 0.04%
6,076
+76
449
$516K 0.04%
10,263
-1,427
450
$510K 0.03%
2,844
+527
16 17
18
19 20