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
126
$2.26M 0.15%
+22,917
127
$2.25M 0.15%
24,512
+623
128
$2.19M 0.15%
37,578
-98
129
$2.18M 0.15%
9,613
+2,234
130
$2.18M 0.15%
47,450
+20,860
131
$2.17M 0.15%
13,652
+509
132
$2.16M 0.15%
31,528
+5,100
133
$2.16M 0.15%
14,497
+378
134
$2.15M 0.15%
9,961
+239
135
$2.15M 0.15%
8,503
136
$2.14M 0.15%
10,101
+3,881
137
$2.14M 0.14%
55,297
-246
138
$2.08M 0.14%
12,380
+2,237
139
$2.08M 0.14%
30,511
-323
140
$2.05M 0.14%
23,802
-313
141
$2.04M 0.14%
+30,225
142
$2.04M 0.14%
20,594
+147
143
$2.02M 0.14%
38,050
+9,178
144
$2.01M 0.14%
3,655
+226
145
$1.99M 0.13%
40,881
-1,727
146
$1.97M 0.13%
27,563
+1,165
147
$1.97M 0.13%
8,067
-525
148
$1.94M 0.13%
23,649
+238
149
$1.91M 0.13%
27,963
+659
150
$1.91M 0.13%
5,378
-348
4 5
6
7 8