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
351
$560K 0.05%
38,426
+319
352
$558K 0.05%
6,635
+157
353
$556K 0.05%
14,335
+754
354
$552K 0.05%
7,328
+402
355
$546K 0.05%
19,716
-758
356
$545K 0.05%
16,993
-487
357
$543K 0.05%
6,635
+1,927
358
$540K 0.05%
4,491
-264
359
$540K 0.05%
14,753
+3,340
360
$538K 0.05%
13,802
-900
361
$534K 0.05%
227,180
+25,160
362
$529K 0.05%
8,330
+223
363
$524K 0.05%
6,406
-417
364
$517K 0.05%
37,171
+370
365
$517K 0.05%
10,541
+486
366
$515K 0.05%
11,062
+115
367
$509K 0.05%
19,986
-888
368
$509K 0.05%
4,495
+214
369
$506K 0.05%
129,423
-1,836
370
$505K 0.04%
4,564
-63
371
$504K 0.04%
123,458
-6,805
372
$504K 0.04%
9,932
+4,040
373
$502K 0.04%
9,316
+2,130
374
$502K 0.04%
2,953
-333
375
$501K 0.04%
5,364
-2,917
13 14
15
16 17