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
676
$284K 0.02%
+6,503
677
$283K 0.02%
2,080
+45
678
$283K 0.02%
+3,886
679
$282K 0.02%
1,742
-225
680
$282K 0.02%
+3,668
681
$282K 0.02%
5,924
-40
682
$279K 0.02%
12,461
683
$277K 0.02%
9,499
-724
684
$276K 0.02%
3,101
-134
685
$275K 0.02%
5,484
686
$275K 0.02%
+8,849
687
$275K 0.02%
1,855
-106
688
$273K 0.02%
+6,783
689
$273K 0.02%
+3,472
690
$273K 0.02%
24,422
+2,274
691
$272K 0.02%
12,568
+1,414
692
$271K 0.02%
+6,239
693
$271K 0.02%
+1,302
694
$270K 0.02%
4,412
-54
695
$268K 0.02%
13,002
-4,910
696
$268K 0.02%
58,732
-1,317
697
$268K 0.02%
50,947
+1,458
698
$266K 0.02%
4,364
-648
699
$266K 0.02%
+10,000
700
$266K 0.02%
+8,448
26 27
28
29 30