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
51
$5.04M 0.34%
166,354
-3,691
52
$5.02M 0.34%
46,901
+11,834
53
$4.92M 0.33%
270,832
+1,184
54
$4.91M 0.33%
20,382
+6,333
55
$4.91M 0.33%
22,900
+915
56
$4.85M 0.33%
44,328
-696
57
$4.73M 0.32%
19,727
+16,878
58
$4.72M 0.32%
94,731
-2,833
59
$4.65M 0.32%
30,514
+3,044
60
$4.62M 0.31%
89,327
+6,990
61
$4.43M 0.3%
80,710
+7,538
62
$4.38M 0.3%
26,655
+1,594
63
$4.28M 0.29%
20,545
+844
64
$4.19M 0.28%
79,000
+885
65
$4.07M 0.28%
8,745
+216
66
$3.98M 0.27%
20,217
+306
67
$3.96M 0.27%
17,223
+1,054
68
$3.94M 0.27%
63,547
+272
69
$3.9M 0.26%
41,345
+862
70
$3.8M 0.26%
58,792
+84
71
$3.74M 0.25%
+43,489
72
$3.71M 0.25%
183,735
+2,920
73
$3.68M 0.25%
23,809
+1,147
74
$3.61M 0.24%
42,720
+4,656
75
$3.58M 0.24%
21,230
+676
1 2
3
4 5