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
826
$167K 0.01%
+969
827
$163K 0.01%
24,650
+1,076
828
$160K 0.01%
26,828
+683
829
$157K 0.01%
+17,275
830
$157K 0.01%
+1,570
831
$156K 0.01%
+12,500
832
$155K 0.01%
60,635
+48,889
833
$153K 0.01%
16,649
-4,705
834
$153K 0.01%
18,939
+448
835
$151K 0.01%
21,895
-2,768
836
$149K 0.01%
14,514
+272
837
$147K 0.01%
+20,200
838
$146K 0.01%
+10,279
839
$140K 0.01%
+14,232
840
$137K 0.01%
+10,624
841
$135K 0.01%
245
+12
842
$134K 0.01%
10,414
-1,605
843
$124K 0.01%
20,109
+4,909
844
$123K 0.01%
22,826
-3,413
845
$121K 0.01%
14,061
-924
846
$116K 0.01%
+3,431
847
$112K 0.01%
24,757
-652
848
$106K 0.01%
+24,750
849
$101K 0.01%
10,951
-645
850
$100K 0.01%
14,346
-6,763
32 33
34
35 36