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
501
$429K 0.03%
20,563
+1,292
502
$428K 0.03%
4,840
+188
503
$428K 0.03%
3,394
+138
504
$428K 0.03%
109,441
-19,982
505
$428K 0.03%
8,735
+480
506
$427K 0.03%
10,220
-321
507
$424K 0.03%
14,029
+466
508
$424K 0.03%
5,873
+701
509
$424K 0.03%
9,211
-364
510
$423K 0.03%
11,348
-2,099
511
$423K 0.03%
1,825
-155
512
$422K 0.03%
2,370
+211
513
$422K 0.03%
+73,435
514
$419K 0.03%
38,402
+1,490
515
$418K 0.03%
1,850
+1,020
516
$417K 0.03%
1,903
+212
517
$417K 0.03%
15,805
+1,365
518
$416K 0.03%
6,767
+369
519
$415K 0.03%
+2,005
520
$414K 0.03%
15,916
-149
521
$410K 0.03%
46,593
+278
522
$410K 0.03%
1,657
+7
523
$409K 0.03%
+13,900
524
$406K 0.03%
9,494
-954
525
$406K 0.03%
4,274
-23
19 20
21
22 23