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 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
751
-8,690
752
-1,772
753
-7,552