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
551
$379K 0.03%
7,634
+42
552
$378K 0.03%
+2,733
553
$377K 0.03%
+4,396
554
$377K 0.03%
22,966
+190
555
$376K 0.03%
3,452
-1,780
556
$376K 0.03%
2,970
+898
557
$375K 0.03%
5,554
+315
558
$375K 0.03%
+14,070
559
$374K 0.03%
1,601
+148
560
$374K 0.03%
15,919
+1,659
561
$373K 0.03%
+6,289
562
$372K 0.03%
6,777
+1,683
563
$372K 0.03%
25,925
+1,299
564
$371K 0.03%
4,644
+61
565
$371K 0.03%
4,210
+1,142
566
$371K 0.03%
3,821
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567
$371K 0.03%
+1,533
568
$370K 0.03%
19,592
+529
569
$370K 0.03%
+15,000
570
$370K 0.03%
1,813
-37
571
$369K 0.03%
3,570
+70
572
$367K 0.02%
2,059
+12
573
$365K 0.02%
5,731
+673
574
$364K 0.02%
+217
575
$363K 0.02%
2,186
-883
21 22
23
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