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
$1.12B
AUM Growth
+$66.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
753
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.23M
3
+$1.49M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.23M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.03M

Top Sells

1
+$11.1M
2
+$4.05M
3
+$3M
4
ACN icon
Accenture
ACN
+$1.7M
5
MSFT icon
Microsoft
MSFT
+$1.69M

Sector Composition

1 Technology 21.25%
2 Financials 11.13%
3 Healthcare 10.73%
4 Communication Services 9.29%
5 Consumer Discretionary 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$978K 0.09%
4,653
+70
227
$976K 0.09%
10,644
-366
228
$965K 0.09%
25,256
+3,406
229
$965K 0.09%
4,601
-20
230
$951K 0.08%
2,406
-41
231
$938K 0.08%
8,036
+19
232
$938K 0.08%
17,301
-397
233
$935K 0.08%
11,721
-355
234
$935K 0.08%
35,785
-3,386
235
$934K 0.08%
10,270
+510
236
$926K 0.08%
39,381
-7,399
237
$916K 0.08%
25,356
-5,321
238
$914K 0.08%
7,969
-732
239
$904K 0.08%
8,650
-101
240
$898K 0.08%
4,118
+86
241
$896K 0.08%
19,088
-1,857
242
$894K 0.08%
15,307
+2,091
243
$890K 0.08%
21,858
+805
244
$882K 0.08%
192,631
+9,201
245
$876K 0.08%
5,239
-181
246
$868K 0.08%
27,959
+5,483
247
$868K 0.08%
7,675
-53
248
$862K 0.08%
16,637
-637
249
$858K 0.08%
5,847
-287
250
$855K 0.08%
2,011
8 9
10
11 12