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
776
$216K 0.01%
+3,000
777
$214K 0.01%
+207
778
$214K 0.01%
+3,568
779
$213K 0.01%
+2,195
780
$213K 0.01%
+1,607
781
$213K 0.01%
12,296
+1,227
782
$213K 0.01%
+9,564
783
$212K 0.01%
+5,280
784
$212K 0.01%
16,798
-486
785
$212K 0.01%
10,934
-2,135
786
$211K 0.01%
1,244
-73
787
$211K 0.01%
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788
$211K 0.01%
+4,694
789
$211K 0.01%
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790
$211K 0.01%
+1,638
791
$210K 0.01%
+713
792
$210K 0.01%
3,485
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793
$209K 0.01%
12,112
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794
$209K 0.01%
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795
$209K 0.01%
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796
$209K 0.01%
2,611
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797
$209K 0.01%
+3,986
798
$208K 0.01%
14,301
+3,068
799
$208K 0.01%
+1,374
800
$208K 0.01%
+1,528
30 31
32
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