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
726
$249K 0.02%
10,868
+589
727
$249K 0.02%
1,450
728
$248K 0.02%
+3,050
729
$248K 0.02%
14,759
+3,141
730
$247K 0.02%
1,505
-227
731
$246K 0.02%
+961
732
$244K 0.02%
+20,728
733
$244K 0.02%
6,347
+73
734
$244K 0.02%
29,907
+687
735
$243K 0.02%
+1,873
736
$243K 0.02%
+6,787
737
$243K 0.02%
+1,779
738
$242K 0.02%
+4,858
739
$241K 0.02%
1,922
-256
740
$240K 0.02%
26,192
+3,441
741
$240K 0.02%
9,415
+794
742
$240K 0.02%
+1,372
743
$239K 0.02%
+1,360
744
$239K 0.02%
28,927
+1,348
745
$238K 0.02%
5,282
-12
746
$238K 0.02%
+5,222
747
$237K 0.02%
2,048
-88
748
$237K 0.02%
+2,826
749
$234K 0.02%
4,833
-498
750
$234K 0.02%
+2,054
28 29
30
31 32