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
601
$341K 0.02%
5,793
-293
602
$340K 0.02%
+4,701
603
$339K 0.02%
+4,662
604
$337K 0.02%
+4,195
605
$337K 0.02%
+2,774
606
$336K 0.02%
923
+49
607
$336K 0.02%
5,070
+70
608
$335K 0.02%
+15,000
609
$334K 0.02%
+4,212
610
$333K 0.02%
7,518
+714
611
$333K 0.02%
+18,202
612
$333K 0.02%
3,753
+51
613
$332K 0.02%
+20,000
614
$332K 0.02%
+2,454
615
$331K 0.02%
7,954
-304
616
$331K 0.02%
+2,784
617
$330K 0.02%
+2,940
618
$329K 0.02%
+3,153
619
$329K 0.02%
+32,989
620
$327K 0.02%
+8,971
621
$325K 0.02%
+17,442
622
$325K 0.02%
5,232
+325
623
$324K 0.02%
6,578
+1,009
624
$322K 0.02%
21,234
-13,374
625
$321K 0.02%
+11,400
23 24
25
26 27