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
151
$1.91M 0.13%
16,582
+5,430
152
$1.9M 0.13%
4,636
-69
153
$1.88M 0.13%
79,312
-21,863
154
$1.87M 0.13%
61,887
-3,174
155
$1.87M 0.13%
10,483
+110
156
$1.87M 0.13%
7,088
+101
157
$1.87M 0.13%
75,897
+11,245
158
$1.83M 0.12%
17,295
+205
159
$1.82M 0.12%
90,853
-20,000
160
$1.79M 0.12%
120,785
+570
161
$1.79M 0.12%
20,364
-142
162
$1.79M 0.12%
21,622
-534
163
$1.78M 0.12%
6,529
+1,137
164
$1.77M 0.12%
42,926
-16
165
$1.75M 0.12%
34,346
-27,458
166
$1.74M 0.12%
8,509
+93
167
$1.72M 0.12%
28,727
+460
168
$1.71M 0.12%
41,071
+4,417
169
$1.71M 0.12%
31,676
+3,717
170
$1.7M 0.12%
29,119
+2,679
171
$1.7M 0.12%
763
+129
172
$1.7M 0.12%
14,098
+1,043
173
$1.69M 0.11%
+20,546
174
$1.69M 0.11%
42,540
+1,218
175
$1.67M 0.11%
22,209
-440
5 6
7
8 9