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
101
$2.72M 0.18%
54,482
-893
102
$2.69M 0.18%
31,460
+4,425
103
$2.64M 0.18%
26,471
-513
104
$2.63M 0.18%
13,177
+12,169
105
$2.61M 0.18%
3,616
+402
106
$2.59M 0.18%
37,443
+8,716
107
$2.56M 0.17%
3,866
+152
108
$2.5M 0.17%
19,156
-1,397
109
$2.5M 0.17%
147,196
+3,549
110
$2.49M 0.17%
295,157
-15,665
111
$2.48M 0.17%
9,425
+750
112
$2.45M 0.17%
59,370
-5,470
113
$2.42M 0.16%
8,982
+3,013
114
$2.42M 0.16%
9,858
+1,965
115
$2.39M 0.16%
40,422
+34,614
116
$2.39M 0.16%
+91,964
117
$2.39M 0.16%
70,844
-15,008
118
$2.39M 0.16%
38,704
-3,704
119
$2.38M 0.16%
19,657
+470
120
$2.36M 0.16%
19,480
+8,840
121
$2.35M 0.16%
12,935
+942
122
$2.35M 0.16%
11,987
+4,840
123
$2.33M 0.16%
7,262
+199
124
$2.31M 0.16%
10,800
+2,396
125
$2.27M 0.15%
33,169
+2,278
3 4
5
6 7