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
701
$265K 0.02%
+5,469
702
$265K 0.02%
2,720
+238
703
$264K 0.02%
4,581
-2,593
704
$263K 0.02%
45,933
+5,815
705
$263K 0.02%
14,987
-1,270
706
$261K 0.02%
1,628
-70
707
$261K 0.02%
+7,770
708
$261K 0.02%
+5,450
709
$261K 0.02%
+4,377
710
$261K 0.02%
806
-37
711
$260K 0.02%
+8,334
712
$260K 0.02%
16,307
+2,953
713
$260K 0.02%
+4,019
714
$259K 0.02%
+9,263
715
$257K 0.02%
+1,616
716
$254K 0.02%
+6,702
717
$254K 0.02%
18,959
-785
718
$254K 0.02%
13,373
-2,499
719
$252K 0.02%
+1,899
720
$252K 0.02%
+5,928
721
$252K 0.02%
+13,120
722
$251K 0.02%
+1,304
723
$250K 0.02%
8,885
+1,135
724
$250K 0.02%
6,258
-142
725
$249K 0.02%
+8,380
27 28
29
30 31