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
626
$320K 0.02%
1,520
-12
627
$319K 0.02%
14,104
+47
628
$319K 0.02%
4,320
+305
629
$318K 0.02%
3,530
+30
630
$318K 0.02%
17,821
-119
631
$318K 0.02%
+959
632
$317K 0.02%
3,145
633
$317K 0.02%
+3,018
634
$317K 0.02%
2,261
-326
635
$316K 0.02%
10,046
636
$315K 0.02%
20,000
637
$315K 0.02%
15,739
+131
638
$315K 0.02%
552
+39
639
$315K 0.02%
+6,418
640
$314K 0.02%
205,157
+22,853
641
$314K 0.02%
+4,685
642
$313K 0.02%
1,211
+135
643
$312K 0.02%
+26,617
644
$311K 0.02%
2,389
+113
645
$311K 0.02%
+23,000
646
$310K 0.02%
+5,135
647
$309K 0.02%
26,094
+4,665
648
$308K 0.02%
6,548
+154
649
$307K 0.02%
32,556
+245
650
$306K 0.02%
+32,000
24 25
26
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