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
651
$306K 0.02%
807
+31
652
$306K 0.02%
18,582
-1,909
653
$305K 0.02%
23,997
+269
654
$304K 0.02%
11,819
-389
655
$304K 0.02%
14,637
+3,463
656
$303K 0.02%
4,818
+405
657
$303K 0.02%
8,735
-181
658
$302K 0.02%
8,469
+156
659
$302K 0.02%
+6,168
660
$301K 0.02%
5,311
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661
$301K 0.02%
8,980
+468
662
$299K 0.02%
12,023
-5
663
$297K 0.02%
+4,506
664
$296K 0.02%
11,300
-11
665
$293K 0.02%
3,011
+79
666
$293K 0.02%
9,137
+1,370
667
$292K 0.02%
1,670
+114
668
$291K 0.02%
+794
669
$288K 0.02%
+1,298
670
$288K 0.02%
+3,590
671
$288K 0.02%
+4,812
672
$285K 0.02%
10,745
-421
673
$285K 0.02%
+1,766
674
$285K 0.02%
2,846
+96
675
$284K 0.02%
7,558
+168
25 26
27
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