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
476
$353K 0.03%
3,256
-10
477
$350K 0.03%
8,258
+2
478
$350K 0.03%
1,889
+122
479
$348K 0.03%
3,785
-41
480
$347K 0.03%
5,361
+1,155
481
$346K 0.03%
1,980
+18
482
$346K 0.03%
8,255
+208
483
$344K 0.03%
9,176
+541
484
$343K 0.03%
3,500
+26
485
$343K 0.03%
4,297
-111
486
$340K 0.03%
2,579
-86
487
$336K 0.03%
+4,428
488
$335K 0.03%
29,063
-282
489
$335K 0.03%
6,415
490
$334K 0.03%
4,923
-193
491
$334K 0.03%
1,850
-53
492
$332K 0.03%
38,024
+4,626
493
$332K 0.03%
5,376
-971
494
$331K 0.03%
3,456
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495
$327K 0.03%
34,926
-1,044
496
$327K 0.03%
5,239
-208
497
$327K 0.03%
2,047
+87
498
$326K 0.03%
997
+9
499
$326K 0.03%
2,815
+313
500
$323K 0.03%
1,650
-3
18 19
20
21 22