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
701
$83K 0.01%
+10,418
702
$82K 0.01%
15,200
703
$78K 0.01%
2,410
-300
704
$77K 0.01%
26,145
+1,638
705
$76K 0.01%
+12,398
706
$74K 0.01%
13,434
-313
707
$70K 0.01%
12,182
-2,088
708
$69K 0.01%
21,002
-5,211
709
$65K 0.01%
18,770
-2,888
710
$61K 0.01%
11,596
-6,148
711
$54K ﹤0.01%
453
712
$48K ﹤0.01%
4,429
+477
713
$47K ﹤0.01%
20,114
-8,625
714
$42K ﹤0.01%
+21,870
715
$37K ﹤0.01%
10,510
+460
716
$34K ﹤0.01%
+10,160
717
$34K ﹤0.01%
13
718
$30K ﹤0.01%
11,746
719
$13K ﹤0.01%
26,625
720
$12K ﹤0.01%
14,266
+762
721
– –
-6,736
722
– –
-12,261
723
– –
-11,393
724
– –
-7,790
725
– –
-11,545
27 28
29
30 31