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
126
$1.74M 0.16%
8,675
-174
127
$1.74M 0.15%
37,676
-3,310
128
$1.73M 0.15%
28,727
-3,421
129
$1.72M 0.15%
30,891
-654
130
$1.69M 0.15%
10,143
-258
131
$1.68M 0.15%
65,061
-801
132
$1.66M 0.15%
6,987
-803
133
$1.66M 0.15%
3,429
+95
134
$1.66M 0.15%
22,156
+1,789
135
$1.66M 0.15%
10,035
+628
136
$1.66M 0.15%
11,217
+269
137
$1.65M 0.15%
7,893
-7
138
$1.64M 0.15%
23,411
+30
139
$1.63M 0.14%
8,416
-176
140
$1.61M 0.14%
27,304
141
$1.61M 0.14%
5,392
+16
142
$1.59M 0.14%
20,506
+649
143
$1.58M 0.14%
17,090
-57
144
$1.56M 0.14%
7,379
+1
145
$1.55M 0.14%
14,119
-401
146
$1.52M 0.14%
5,604
-116
147
$1.52M 0.14%
13,055
-810
148
$1.52M 0.14%
26,440
-597
149
$1.52M 0.14%
26,398
-1,041
150
$1.51M 0.13%
42,942
4 5
6
7 8