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
751
$232K 0.02%
+1,932
752
$232K 0.02%
+19,500
753
$232K 0.02%
+9,852
754
$232K 0.02%
1,772
-252
755
$232K 0.02%
+7,874
756
$232K 0.02%
5,379
-16
757
$231K 0.02%
+3,556
758
$229K 0.02%
+2,524
759
$229K 0.02%
+583
760
$229K 0.02%
+5,140
761
$229K 0.02%
+6,113
762
$228K 0.02%
20,404
+1,761
763
$227K 0.02%
+3,041
764
$227K 0.02%
+671
765
$225K 0.02%
+4,839
766
$224K 0.02%
+1,101
767
$224K 0.02%
+30,000
768
$224K 0.02%
25,308
-89
769
$221K 0.02%
44,765
+1,402
770
$220K 0.01%
31,779
+782
771
$220K 0.01%
3,409
-359
772
$220K 0.01%
33,006
+7,279
773
$219K 0.01%
+1,392
774
$219K 0.01%
+1,098
775
$217K 0.01%
4,049
-421
29 30
31
32 33