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
76
$3.01M 0.27%
35,067
+996
77
$3M 0.27%
22,662
-327
78
$2.93M 0.26%
84,422
-658
79
$2.85M 0.25%
19,707
+1,653
80
$2.85M 0.25%
18,124
-518
81
$2.81M 0.25%
16,967
-74
82
$2.81M 0.25%
44,427
-3,689
83
$2.8M 0.25%
40,380
-96
84
$2.79M 0.25%
11,553
-403
85
$2.77M 0.25%
180,815
+1,440
86
$2.74M 0.24%
38,064
-2,253
87
$2.71M 0.24%
26,984
-3,507
88
$2.59M 0.23%
13,242
-29
89
$2.56M 0.23%
7,544
+800
90
$2.56M 0.23%
6,921
+81
91
$2.53M 0.23%
103,788
-4,960
92
$2.47M 0.22%
17,720
-442
93
$2.32M 0.21%
3,714
-66
94
$2.32M 0.21%
4,877
+221
95
$2.3M 0.2%
63,070
+780
96
$2.28M 0.2%
13,870
-285
97
$2.25M 0.2%
61,804
-4,857
98
$2.23M 0.2%
64,840
-2,239
99
$2.22M 0.2%
21,326
+209
100
$2.21M 0.2%
16,494
-679
2 3
4
5 6