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
51
$4.1M 0.36%
170,045
+6,372
52
$4.02M 0.36%
17,799
-7,541
53
$3.94M 0.35%
61,867
-520
54
$3.88M 0.34%
19,701
-517
55
$3.84M 0.34%
46,800
-5,540
56
$3.81M 0.34%
63,275
+1,402
57
$3.8M 0.34%
19,911
-169
58
$3.77M 0.33%
8,529
-226
59
$3.67M 0.33%
11,937
+7,249
60
$3.63M 0.32%
82,337
+3,350
61
$3.61M 0.32%
73,172
-1,863
62
$3.59M 0.32%
78,115
-300
63
$3.58M 0.32%
25,061
-723
64
$3.52M 0.31%
40,483
-1,179
65
$3.5M 0.31%
58,708
-4,581
66
$3.49M 0.31%
269,648
+416
67
$3.44M 0.31%
200,283
+283
68
$3.37M 0.3%
9,337
+450
69
$3.23M 0.29%
27,470
-110
70
$3.21M 0.29%
9,851
+98
71
$3.2M 0.28%
20,553
-789
72
$3.05M 0.27%
21,513
-1,091
73
$3.05M 0.27%
14,049
-245
74
$3.04M 0.27%
20,554
-489
75
$3.04M 0.27%
55,375
-388
1 2
3
4 5