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
26
$8.52M 0.58%
17,030
-515
27
$8.4M 0.57%
24,435
+12,498
28
$8.23M 0.56%
36,986
+15,878
29
$8.18M 0.55%
30,786
+2,860
30
$8.06M 0.55%
22,980
+118
31
$7.88M 0.53%
22,073
+2,211
32
$7.74M 0.53%
593,120
+20,280
33
$7.71M 0.52%
32,930
+254
34
$7.47M 0.51%
47,202
+17,885
35
$7.46M 0.51%
53,628
+902
36
$7.1M 0.48%
30,508
+1,825
37
$6.8M 0.46%
26,031
+8,232
38
$6.5M 0.44%
316,207
+28,989
39
$6.49M 0.44%
43,767
+2,742
40
$6.25M 0.42%
85,673
+23,806
41
$6.04M 0.41%
42,701
+2,150
42
$5.84M 0.4%
121,641
+13,728
43
$5.74M 0.39%
109,607
+3,098
44
$5.6M 0.38%
52,279
+3,482
45
$5.47M 0.37%
122,261
+3,324
46
$5.43M 0.37%
24,307
+11,065
47
$5.41M 0.37%
92,149
+13,834
48
$5.35M 0.36%
99,000
+7,890
49
$5.31M 0.36%
14,103
+1,420
50
$5.11M 0.35%
138,841
+6,703
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