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
176
$1.67M 0.11%
7,655
-3,340
177
$1.64M 0.11%
5,367
+22
178
$1.6M 0.11%
9,641
-394
179
$1.59M 0.11%
5,078
+842
180
$1.59M 0.11%
5,835
+852
181
$1.57M 0.11%
21,522
-410
182
$1.56M 0.11%
12,979
+639
183
$1.54M 0.1%
6,928
+410
184
$1.53M 0.1%
37,924
+243
185
$1.53M 0.1%
33,546
+3,278
186
$1.48M 0.1%
13,484
+79
187
$1.47M 0.1%
59,721
+989
188
$1.47M 0.1%
11,969
+739
189
$1.47M 0.1%
19,515
+427
190
$1.46M 0.1%
15,709
+1,239
191
$1.46M 0.1%
12,832
+521
192
$1.45M 0.1%
+28,250
193
$1.45M 0.1%
6,094
+420
194
$1.45M 0.1%
52,901
+640
195
$1.44M 0.1%
10,890
+246
196
$1.44M 0.1%
+34,577
197
$1.43M 0.1%
22,760
+5,273
198
$1.43M 0.1%
10,085
+92
199
$1.43M 0.1%
5,826
-183
200
$1.43M 0.1%
10,101
+180
6 7
8
9 10