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
851
$96K 0.01%
11,179
-1,003
852
$94K 0.01%
12,865
-356
853
$80K 0.01%
+11,598
854
$79K 0.01%
+10,000
855
$74K 0.01%
+10,725
856
$73K 0.01%
17,460
-3,542
857
$73K 0.01%
+2,747
858
$72K ﹤0.01%
18,456
-314
859
$72K ﹤0.01%
+14,771
860
$72K ﹤0.01%
+30,941
861
$71K ﹤0.01%
+10,531
862
$70K ﹤0.01%
+10,564
863
$69K ﹤0.01%
3,579
-850
864
$69K ﹤0.01%
+10,000
865
$68K ﹤0.01%
12,020
-3,766
866
$66K ﹤0.01%
+11,807
867
$62K ﹤0.01%
20,729
+615
868
$60K ﹤0.01%
+15,146
869
$52K ﹤0.01%
453
870
$49K ﹤0.01%
13,022
+2,862
871
$40K ﹤0.01%
+988
872
$36K ﹤0.01%
13
873
$29K ﹤0.01%
+1,287
874
$21K ﹤0.01%
+1,521
875
$21K ﹤0.01%
26,625
33 34
35
36 37