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
526
$302K 0.03%
6,504
-54
527
$299K 0.03%
4,142
-239
528
$298K 0.03%
1,652
529
$297K 0.03%
16,257
-425
530
$292K 0.03%
6,086
-224
531
$292K 0.03%
25,813
+13,226
532
$290K 0.03%
5,015
-154
533
$289K 0.03%
1,582
+83
534
$286K 0.03%
874
-15
535
$285K 0.03%
15,608
+2,016
536
$283K 0.03%
836
+174
537
$283K 0.03%
3,145
-3,050
538
$281K 0.03%
5,094
-562
539
$281K 0.03%
10,823
+127
540
$279K 0.02%
6,804
-51
541
$278K 0.02%
17,912
+3,664
542
$277K 0.02%
29,298
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543
$277K 0.02%
29,582
-1,084
544
$275K 0.02%
5,569
545
$275K 0.02%
20,491
-8,150
546
$275K 0.02%
5,484
547
$273K 0.02%
6,398
-94
548
$271K 0.02%
22,776
-1,245
549
$271K 0.02%
5,058
+739
550
$271K 0.02%
3,068
20 21
22
23 24