LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.25B
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 10.58%
4 Communication Services 9.02%
5 Consumer Discretionary 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$90.9M 6.17%
685,276
+135,592
2
$75.5M 5.12%
387,768
+7,357
3
$48.2M 3.27%
216,756
+1,110
4
$36.6M 2.48%
224,980
+34,100
5
$36.4M 2.47%
97,333
+37,588
6
$29.9M 2.03%
633,597
-11,076
7
$23.3M 1.58%
85,300
+29,282
8
$21.9M 1.49%
63
9
$21.1M 1.43%
228,107
+24,668
10
$19.1M 1.29%
217,900
+17,720
11
$18.6M 1.26%
106,504
+81,518
12
$13.7M 0.93%
214,818
-14,438
13
$12.4M 0.84%
247,771
+5,453
14
$12.1M 0.82%
558,372
-24,862
15
$11.8M 0.8%
65,104
+2,202
16
$11.8M 0.8%
74,820
+8,136
17
$11.6M 0.79%
53,068
+2,891
18
$11.4M 0.78%
49,344
+7,842
19
$11M 0.74%
188,021
+8,564
20
$10.7M 0.73%
45,501
+14,454
21
$10.7M 0.73%
98,096
+1,484
22
$10M 0.68%
78,386
23
$9.4M 0.64%
107,300
+28,720
24
$9.37M 0.64%
120,018
+4,167
25
$9.03M 0.61%
71,034
+4,271
1
2 3 4 5