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
276
$768K 0.07%
1,954
-298
277
$767K 0.07%
18,311
+1,028
278
$755K 0.07%
7,483
+264
279
$754K 0.07%
17,952
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280
$750K 0.07%
9,269
+82
281
$749K 0.07%
2,490
-134
282
$748K 0.07%
2,312
+608
283
$745K 0.07%
12,590
-2,120
284
$740K 0.07%
5,772
+100
285
$736K 0.07%
7,957
+168
286
$733K 0.07%
8,095
+49
287
$727K 0.06%
9,102
-2,976
288
$727K 0.06%
6,271
-23
289
$724K 0.06%
6,064
-242
290
$723K 0.06%
3,731
-52
291
$720K 0.06%
10,008
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292
$717K 0.06%
2,010
+27
293
$714K 0.06%
739
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294
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127,831
-4,380
295
$712K 0.06%
20,724
296
$710K 0.06%
6,884
-36
297
$710K 0.06%
4,754
+86
298
$709K 0.06%
3,502
+11
299
$708K 0.06%
11,383
-333
300
$706K 0.06%
4,738
-58
10 11
12
13 14