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
526
$406K 0.03%
8,704
+984
527
$406K 0.03%
+11,522
528
$406K 0.03%
1,875
+5
529
$403K 0.03%
4,050
+149
530
$398K 0.03%
6,072
+277
531
$398K 0.03%
+37,326
532
$398K 0.03%
26,866
533
$397K 0.03%
2,559
+69
534
$396K 0.03%
2,583
+4
535
$395K 0.03%
33,076
-266
536
$395K 0.03%
6,757
+540
537
$395K 0.03%
129,579
+23,554
538
$391K 0.03%
1,051
+274
539
$389K 0.03%
2,841
-136
540
$389K 0.03%
+20,765
541
$388K 0.03%
3,700
-864
542
$388K 0.03%
+25,722
543
$387K 0.03%
7,911
-352
544
$386K 0.03%
4,861
-62
545
$386K 0.03%
6,415
546
$386K 0.03%
8,166
-737
547
$384K 0.03%
1,468
-307
548
$382K 0.03%
+5,024
549
$379K 0.03%
23,091
-3,591
550
$379K 0.03%
+3,234
20 21
22
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