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
451
$509K 0.03%
15,708
452
$508K 0.03%
5,275
-89
453
$506K 0.03%
7,322
+342
454
$506K 0.03%
9,031
+322
455
$503K 0.03%
3,378
+148
456
$502K 0.03%
1,779
-149
457
$500K 0.03%
4,194
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458
$499K 0.03%
17,885
-138
459
$499K 0.03%
2,795
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460
$499K 0.03%
9,218
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461
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3,786
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462
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2,325
-24
463
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10,368
-21
464
$487K 0.03%
109,987
+1,207
465
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5,202
-57
466
$485K 0.03%
10,399
+1,223
467
$484K 0.03%
132,661
-1,683
468
$483K 0.03%
7,314
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469
$483K 0.03%
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470
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8,790
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471
$479K 0.03%
1,375
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472
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13,189
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473
$478K 0.03%
3,254
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474
$472K 0.03%
6,663
-139
475
$472K 0.03%
3,107
-90
17 18
19
20 21