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LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
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
+$2.8M
2
+$2.21M
3
+$1.41M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.22M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.02M

Top Sells

1
+$10.5M
2
+$4.06M
3
+$3.25M
4
ACN icon
Accenture
ACN
+$1.73M
5
MSFT icon
Microsoft
MSFT
+$1.68M

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
726
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-12,360
727
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-13,614
728
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-1,271
729
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-5,419
730
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-6,019
731
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732
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-5,183
733
– –
-3,824
734
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-56
735
– –
-13,487
736
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-4,195
737
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-23,067
738
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-1,986
739
– –
-9,071
740
– –
-4,537
741
– –
-17,215
742
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-2,628
743
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-1,006
744
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-6,632
745
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-2,123
746
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747
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748
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-741
749
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750
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-3,938
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