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
101
$2.2M 0.2%
85,852
-44,348
102
$2.19M 0.2%
5,726
-173
103
$2.14M 0.19%
42,608
-278
104
$2.09M 0.19%
27,035
-1,289
105
$2.08M 0.19%
34,525
-1,146
106
$2.08M 0.18%
101,175
-28,842
107
$2.07M 0.18%
39,158
-2,032
108
$2.01M 0.18%
55,543
-9,148
109
$1.98M 0.18%
143,647
-933
110
$1.96M 0.17%
23,889
+2,266
111
$1.95M 0.17%
8,592
-518
112
$1.95M 0.17%
4,705
-107
113
$1.94M 0.17%
9,722
-354
114
$1.94M 0.17%
20,447
-435
115
$1.94M 0.17%
8,503
+1,000
116
$1.92M 0.17%
19,187
-157
117
$1.9M 0.17%
7,063
-207
118
$1.84M 0.16%
10,373
+1,259
119
$1.83M 0.16%
42,408
-3,657
120
$1.81M 0.16%
3,214
+95
121
$1.81M 0.16%
13,143
-939
122
$1.8M 0.16%
30,834
-3,973
123
$1.79M 0.16%
28,267
-110
124
$1.79M 0.16%
11,993
-253
125
$1.79M 0.16%
10,995
-2,484
3 4
5
6 7