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
201
$1.42M 0.1%
1,989
+282
202
$1.42M 0.1%
10,526
+335
203
$1.42M 0.1%
100,257
+629
204
$1.41M 0.1%
6,781
-129
205
$1.39M 0.09%
46,592
+1,218
206
$1.38M 0.09%
11,992
+1,602
207
$1.37M 0.09%
37,005
-453
208
$1.37M 0.09%
5,965
-98
209
$1.37M 0.09%
45,269
+5,888
210
$1.36M 0.09%
14,841
+2,976
211
$1.35M 0.09%
37,337
-3,719
212
$1.34M 0.09%
14,468
-31
213
$1.34M 0.09%
7,611
+13
214
$1.31M 0.09%
26,252
-9,533
215
$1.31M 0.09%
11,926
+5
216
$1.31M 0.09%
4,513
-189
217
$1.3M 0.09%
28,007
+511
218
$1.29M 0.09%
5,164
+712
219
$1.29M 0.09%
11,410
220
$1.29M 0.09%
9,575
-1,642
221
$1.27M 0.09%
+30,344
222
$1.27M 0.09%
7,466
+2,237
223
$1.26M 0.09%
17,694
-467
224
$1.25M 0.08%
5,900
-423
225
$1.24M 0.08%
7,814
+1,296
7 8
9
10 11