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
401
$457K 0.04%
37,462
+647
402
$453K 0.04%
6,419
-135
403
$452K 0.04%
6,000
404
$450K 0.04%
3,554
+681
405
$449K 0.04%
18,050
+650
406
$449K 0.04%
3,197
-55
407
$449K 0.04%
11,430
+1,050
408
$447K 0.04%
3,230
-132
409
$446K 0.04%
42,138
+832
410
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44,633
+2,152
411
$440K 0.04%
1,974
-25
412
$437K 0.04%
5,259
+69
413
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108,780
-14,214
414
$436K 0.04%
3,812
-41
415
$435K 0.04%
2,683
-86
416
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10,448
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417
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21,674
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418
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2,700
419
$424K 0.04%
146,415
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420
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5,975
-31
421
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146,616
+1,866
422
$415K 0.04%
7,554
-358
423
$413K 0.04%
3,500
-84
424
$413K 0.04%
6,001
+66
425
$410K 0.04%
194,450
15 16
17
18 19