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
676
$136K 0.01%
10,279
-375
677
$133K 0.01%
10,553
-365
678
$132K 0.01%
101,906
-81,137
679
$132K 0.01%
13,354
-5,051
680
$131K 0.01%
27,579
-3,084
681
$126K 0.01%
26,239
+441
682
$126K 0.01%
16,467
+319
683
$125K 0.01%
14,985
-1,241
684
$123K 0.01%
11,897
+1,430
685
$119K 0.01%
43,363
-31,224
686
$118K 0.01%
13,816
+130
687
$117K 0.01%
13,221
+377
688
$115K 0.01%
14,443
-300
689
$114K 0.01%
24,663
+417
690
$113K 0.01%
13,437
-780
691
$111K 0.01%
11,069
-1,164
692
$108K 0.01%
23,574
+21
693
$105K 0.01%
25,727
+1,137
694
$103K 0.01%
+15,786
695
$99K 0.01%
21,109
-1,463
696
$97K 0.01%
42,793
-5,475
697
$88K 0.01%
+12,428
698
$87K 0.01%
29,907
-22,684
699
$87K 0.01%
25,409
-98
700
$84K 0.01%
233
-10
26 27
28
29 30