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
626
$215K 0.02%
+2,750
627
$214K 0.02%
1,732
-531
628
$214K 0.02%
7,767
-1,206
629
$213K 0.02%
+776
630
$211K 0.02%
+12,461
631
$211K 0.02%
2,199
+365
632
$210K 0.02%
4,470
-773
633
$210K 0.02%
+3,567
634
$209K 0.02%
+2,276
635
$209K 0.02%
+2,797
636
$209K 0.02%
+4,925
637
$208K 0.02%
+8,313
638
$205K 0.02%
6,274
-851
639
$203K 0.02%
17,371
-204
640
$203K 0.02%
+744
641
$203K 0.02%
14,440
-64
642
$202K 0.02%
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643
$201K 0.02%
24,626
-31,482
644
$200K 0.02%
10,842
-1,482
645
$199K 0.02%
19,744
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646
$198K 0.02%
12,529
-1,939
647
$194K 0.02%
29,269
-1,695
648
$194K 0.02%
+30,997
649
$193K 0.02%
25,397
-989
650
$190K 0.02%
15,872
-1,320
24 25
26
27 28