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
251
$848K 0.08%
5,912
+533
252
$843K 0.08%
8,695
+244
253
$839K 0.07%
6,351
+956
254
$838K 0.07%
23,032
-2,401
255
$838K 0.07%
22,020
-4,158
256
$834K 0.07%
7,714
-85
257
$833K 0.07%
11,865
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258
$822K 0.07%
17,487
-206
259
$822K 0.07%
24,770
-1,040
260
$820K 0.07%
5,229
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261
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46,202
+5,605
262
$816K 0.07%
52,461
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263
$814K 0.07%
8,684
+2,981
264
$810K 0.07%
6,208
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265
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4,562
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266
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12,334
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267
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8,322
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268
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2,389
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3,526
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270
$784K 0.07%
666
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271
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13,764
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272
$779K 0.07%
32,700
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273
$779K 0.07%
6,423
+14
274
$776K 0.07%
26,576
-870
275
$771K 0.07%
5,600
-354
9 10
11
12 13