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
651
$188K 0.02%
106,025
-54,738
652
$187K 0.02%
11,520
+34
653
$186K 0.02%
14,149
+439
654
$185K 0.02%
21,354
+412
655
$179K 0.02%
182,304
+25,052
656
$179K 0.02%
60,049
-4,835
657
$177K 0.02%
40,118
+14,295
658
$170K 0.02%
11,166
-1,768
659
$169K 0.02%
15,675
-7,411
660
$162K 0.01%
22,751
+6,198
661
$159K 0.01%
17,284
-1,861
662
$156K 0.01%
18,491
+305
663
$154K 0.01%
12,522
-9,620
664
$152K 0.01%
18,643
+1,128
665
$150K 0.01%
11,402
+368
666
$150K 0.01%
22,148
+1,365
667
$147K 0.01%
12,019
+404
668
$143K 0.01%
14,242
+252
669
$143K 0.01%
29,220
-1,124
670
$142K 0.01%
11,618
-3,830
671
$141K 0.01%
49,489
-1,703
672
$140K 0.01%
11,233
-1,209
673
$140K 0.01%
13,886
-563
674
$138K 0.01%
10,000
675
$137K 0.01%
11,135
-24
25 26
27
28 29