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
76
$3.54M 0.24%
9,317
-534
77
$3.49M 0.24%
19,782
+1,658
78
$3.48M 0.24%
144,925
-55,358
79
$3.38M 0.23%
6,941
+20
80
$3.38M 0.23%
54,432
+15,274
81
$3.29M 0.22%
15,485
+1,615
82
$3.25M 0.22%
47,481
+41,256
83
$3.24M 0.22%
55,662
+11,235
84
$3.21M 0.22%
41,624
+1,244
85
$3.18M 0.22%
20,702
+995
86
$3.17M 0.21%
7,539
-5
87
$3.15M 0.21%
9,583
+246
88
$3.13M 0.21%
71,560
+8,490
89
$3.11M 0.21%
17,625
-95
90
$3.08M 0.21%
+51,985
91
$3.05M 0.21%
20,871
+4,377
92
$2.95M 0.2%
84,552
+130
93
$2.95M 0.2%
13,128
+1,575
94
$2.94M 0.2%
18,301
+1,334
95
$2.89M 0.2%
13,425
+8,863
96
$2.88M 0.2%
18,310
-3,203
97
$2.83M 0.19%
46,910
+41,534
98
$2.83M 0.19%
4,568
-309
99
$2.79M 0.19%
87,887
-15,901
100
$2.77M 0.19%
23,638
+2,312
2 3
4
5 6