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
601
$234K 0.02%
9,575
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602
$234K 0.02%
843
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603
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612
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613
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624
$216K 0.02%
13,069
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625
$215K 0.02%
11,154
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23 24
25
26 27