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
451
$375K 0.03%
26,682
+2,576
452
$374K 0.03%
3,901
+385
453
$372K 0.03%
7,440
-210
454
$372K 0.03%
1,899
+166
455
$372K 0.03%
2,587
+235
456
$372K 0.03%
8,369
+965
457
$371K 0.03%
14,057
-11
458
$370K 0.03%
6,293
459
$370K 0.03%
4,583
+107
460
$369K 0.03%
17,321
-187
461
$368K 0.03%
13,563
-366
462
$367K 0.03%
51,501
+6,454
463
$366K 0.03%
1,775
+457
464
$366K 0.03%
11,690
-167
465
$365K 0.03%
3,675
-138
466
$365K 0.03%
2,317
-62
467
$363K 0.03%
33,342
-561
468
$359K 0.03%
6,980
-110
469
$358K 0.03%
13,596
+284
470
$358K 0.03%
3,916
-71
471
$358K 0.03%
8,903
+824
472
$357K 0.03%
6,225
+583
473
$357K 0.03%
3,779
474
$354K 0.03%
3,246
-331
475
$353K 0.03%
11,577
+857
17 18
19
20 21