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
551
$268K 0.02%
965
-25
552
$268K 0.02%
3,500
-10
553
$268K 0.02%
8,916
-292
554
$266K 0.02%
1,961
-104
555
$265K 0.02%
5,795
+575
556
$264K 0.02%
15,844
+622
557
$264K 0.02%
5,718
-417
558
$264K 0.02%
1,453
-2
559
$262K 0.02%
2,159
+192
560
$260K 0.02%
777
+15
561
$258K 0.02%
+7,174
562
$257K 0.02%
5,331
+385
563
$257K 0.02%
4,466
+209
564
$256K 0.02%
19,271
-2,752
565
$255K 0.02%
1,081
-37
566
$253K 0.02%
1,698
-323
567
$253K 0.02%
12,028
568
$253K 0.02%
8,617
-1,473
569
$253K 0.02%
22,734
+4,014
570
$252K 0.02%
1,556
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571
$252K 0.02%
4,959
-33
572
$251K 0.02%
16,065
-32
573
$251K 0.02%
+2,258
574
$250K 0.02%
17,940
-40
575
$250K 0.02%
5,395
-753
21 22
23
24 25