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
301
$706K 0.06%
6,050
-1,750
302
$705K 0.06%
17,584
+2,066
303
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6,577
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304
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305
$693K 0.06%
20,426
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306
$688K 0.06%
8,228
-1,159
307
$683K 0.06%
32,494
308
$682K 0.06%
22,170
-1,785
309
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16,605
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310
$676K 0.06%
30,014
-5,194
311
$676K 0.06%
2,680
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312
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313
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94,612
+4,352
314
$663K 0.06%
52,935
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315
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318
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32,829
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$641K 0.06%
5,232
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86,112
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$630K 0.06%
9,648
-8,739
323
$627K 0.06%
7,919
-165
324
$623K 0.06%
19,200
-2,483
325
$622K 0.06%
7,288
+361
11 12
13
14 15