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
576
$362K 0.02%
+1,911
577
$361K 0.02%
+15,954
578
$360K 0.02%
6,004
-693
579
$360K 0.02%
3,779
580
$360K 0.02%
29,013
+6,279
581
$360K 0.02%
5,394
-284
582
$359K 0.02%
15,262
-582
583
$359K 0.02%
7,310
+14
584
$357K 0.02%
8,916
+1,721
585
$356K 0.02%
68,798
+4,694
586
$355K 0.02%
+9,585
587
$353K 0.02%
1,663
+11
588
$352K 0.02%
7,054
-616
589
$351K 0.02%
37,875
-2,395
590
$350K 0.02%
7,693
+68
591
$350K 0.02%
1,996
+97
592
$350K 0.02%
4,459
+317
593
$348K 0.02%
8,422
-195
594
$348K 0.02%
350
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595
$342K 0.02%
6,117
-387
596
$342K 0.02%
3,623
-162
597
$342K 0.02%
5,691
-27
598
$342K 0.02%
1,206
+125
599
$341K 0.02%
+20,153
600
$341K 0.02%
1,252
+130
22 23
24
25 26