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
376
$497K 0.04%
8,948
-153
377
$496K 0.04%
2,010
+269
378
$495K 0.04%
40,270
+1,239
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4,031
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380
$491K 0.04%
28,833
+6,761
381
$488K 0.04%
97,457
-21,655
382
$488K 0.04%
19,393
-8,512
383
$487K 0.04%
18,023
+253
384
$486K 0.04%
9,255
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385
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9,361
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386
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13,411
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387
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8,709
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388
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12,856
-1,590
389
$481K 0.04%
5,811
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390
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26,741
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1,311
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15,708
398
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12,950
-211
399
$459K 0.04%
34,608
-72
400
$457K 0.04%
6,900
+696
14 15
16
17 18