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
26
$7.33M 0.65%
52,726
-225
27
$7.13M 0.63%
22,862
+1,510
28
$6.72M 0.6%
19,862
-134
29
$6.44M 0.57%
32,676
+2,960
30
$6.43M 0.57%
66,763
-497
31
$5.78M 0.51%
78,580
-520
32
$5.74M 0.51%
287,218
33
$5.69M 0.51%
41,025
+232
34
$5.3M 0.47%
21,108
+721
35
$5.09M 0.45%
40,551
-815
36
$5.05M 0.45%
97,564
-8,284
37
$5.03M 0.45%
107,913
-348
38
$4.93M 0.44%
106,509
-2,447
39
$4.9M 0.44%
45,024
+1,719
40
$4.86M 0.43%
24,986
-15,456
41
$4.83M 0.43%
21,985
+508
42
$4.68M 0.42%
118,937
-2,389
43
$4.66M 0.41%
78,315
-1,500
44
$4.6M 0.41%
132,138
-3,280
45
$4.56M 0.41%
91,110
-340
46
$4.5M 0.4%
12,683
-184
47
$4.44M 0.39%
31,047
-2,298
48
$4.27M 0.38%
48,797
+101
49
$4.19M 0.37%
29,317
-2,501
50
$4.11M 0.37%
16,169
-257
1
2
3 4 5