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
426
$408K 0.04%
3,571
-250
427
$403K 0.04%
2,349
+8
428
$402K 0.04%
8,270
-2,584
429
$402K 0.04%
11,251
-1,914
430
$402K 0.04%
5,172
-326
431
$397K 0.04%
11,574
+717
432
$396K 0.04%
3,069
-765
433
$392K 0.03%
2,977
-123
434
$392K 0.03%
1,693
-482
435
$392K 0.03%
5,678
+42
436
$391K 0.03%
6,697
-888
437
$391K 0.03%
100,504
+2,038
438
$390K 0.03%
8,280
+56
439
$388K 0.03%
4,983
+156
440
$388K 0.03%
8,580
+226
441
$387K 0.03%
4,652
-260
442
$386K 0.03%
10,389
-46
443
$383K 0.03%
1,870
-92
444
$380K 0.03%
6,673
-1,374
445
$380K 0.03%
9,938
+104
446
$380K 0.03%
24,283
-11
447
$378K 0.03%
7,670
-286
448
$377K 0.03%
7,720
+470
449
$377K 0.03%
6,217
+56
450
$377K 0.03%
13,447
+314
16 17
18
19 20