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
326
$619K 0.06%
18,026
-353
327
$614K 0.05%
1,928
-54
328
$613K 0.05%
2,849
+114
329
$612K 0.05%
6,704
+72
330
$611K 0.05%
17,794
+1,164
331
$609K 0.05%
5,469
+66
332
$608K 0.05%
24,342
-434
333
$608K 0.05%
15,550
-1,857
334
$606K 0.05%
22,412
+792
335
$604K 0.05%
12,551
+160
336
$599K 0.05%
60,863
-707
337
$598K 0.05%
4,113
-538
338
$593K 0.05%
11,189
-635
339
$592K 0.05%
7,828
-342
340
$590K 0.05%
3,829
-64
341
$589K 0.05%
11,400
342
$587K 0.05%
5,633
+11
343
$584K 0.05%
4,686
-229
344
$575K 0.05%
5,815
+2,630
345
$573K 0.05%
14,020
+81
346
$572K 0.05%
5,683
+260
347
$567K 0.05%
+5,126
348
$566K 0.05%
23,856
-4,019
349
$564K 0.05%
22,184
-1,150
350
$561K 0.05%
6,620
+2,500
12 13
14
15 16