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
801
$206K 0.01%
+1,751
802
$206K 0.01%
15,077
+2,555
803
$205K 0.01%
5,497
-1,004
804
$203K 0.01%
+18,250
805
$203K 0.01%
+3,815
806
$202K 0.01%
+7,266
807
$202K 0.01%
13,812
-1,863
808
$202K 0.01%
+4,165
809
$202K 0.01%
30,129
+860
810
$201K 0.01%
+6,196
811
$201K 0.01%
+2,109
812
$201K 0.01%
41,236
+11,329
813
$200K 0.01%
+8,673
814
$200K 0.01%
4,720
-205
815
$194K 0.01%
10,310
-243
816
$189K 0.01%
19,086
+8,668
817
$189K 0.01%
+5,213
818
$184K 0.01%
20,736
+4,269
819
$183K 0.01%
16,518
-9,295
820
$181K 0.01%
11,095
-40
821
$174K 0.01%
15,169
+726
822
$171K 0.01%
55,723
+12,930
823
$170K 0.01%
86,753
-15,153
824
$169K 0.01%
12,457
-1,692
825
$167K 0.01%
+1,480
31 32
33
34 35