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
151
$1.49M 0.13%
310,822
-13,358
152
$1.49M 0.13%
+110,853
153
$1.47M 0.13%
9,993
-168
154
$1.43M 0.13%
24,115
-1,010
155
$1.43M 0.13%
13,405
-887
156
$1.4M 0.12%
6,518
-102
157
$1.4M 0.12%
6,009
+201
158
$1.39M 0.12%
37,681
+3,291
159
$1.39M 0.12%
8,404
-92
160
$1.38M 0.12%
18,161
-999
161
$1.37M 0.12%
22,649
-1,933
162
$1.36M 0.12%
4,702
-45
163
$1.34M 0.12%
28,430
-3,464
164
$1.33M 0.12%
41,322
+3,439
165
$1.32M 0.12%
5,969
+26
166
$1.32M 0.12%
11,921
+4
167
$1.31M 0.12%
58,732
-7,704
168
$1.3M 0.12%
6,323
+480
169
$1.3M 0.12%
21,932
+817
170
$1.3M 0.12%
1,707
-77
171
$1.28M 0.11%
11,410
172
$1.28M 0.11%
26,428
-327
173
$1.28M 0.11%
9,921
+36
174
$1.27M 0.11%
12,311
-2,861
175
$1.26M 0.11%
12,340
-227
5 6
7
8 9