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
501
$322K 0.03%
7,625
-107
502
$321K 0.03%
1,691
-1,153
503
$321K 0.03%
26,866
504
$320K 0.03%
1,967
-396
505
$320K 0.03%
1,495
+178
506
$319K 0.03%
1,532
-5
507
$318K 0.03%
2,490
508
$317K 0.03%
134,344
-15,919
509
$317K 0.03%
4,015
+43
510
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957
-234
511
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+1,122
512
$314K 0.03%
356
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513
$311K 0.03%
6,802
-73
514
$311K 0.03%
1,452
-120
515
$310K 0.03%
36,912
+2,027
516
$308K 0.03%
5,012
+390
517
$308K 0.03%
46,315
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518
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+1,076
519
$307K 0.03%
10,660
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520
$307K 0.03%
23,728
-3,470
521
$306K 0.03%
7,592
-101
522
$306K 0.03%
10,223
-400
523
$305K 0.03%
8,263
-396
524
$305K 0.03%
20,000
525
$304K 0.03%
2,178
+123
19 20
21
22 23