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
176
$1.24M 0.11%
5,345
-59
177
$1.23M 0.11%
64,652
+3,374
178
$1.23M 0.11%
+24,046
179
$1.21M 0.11%
5,674
-140
180
$1.2M 0.11%
41,056
-207
181
$1.2M 0.11%
30,268
+507
182
$1.2M 0.11%
19,421
-274
183
$1.19M 0.11%
7,598
184
$1.18M 0.11%
11,152
+210
185
$1.18M 0.11%
120,215
-5,710
186
$1.18M 0.1%
4,983
-63
187
$1.18M 0.1%
4,236
+1,344
188
$1.18M 0.1%
30,405
+27
189
$1.17M 0.1%
14,499
-109
190
$1.17M 0.1%
6,910
-431
191
$1.17M 0.1%
2,091
+62
192
$1.17M 0.1%
10,191
+259
193
$1.16M 0.1%
6,220
-1,004
194
$1.16M 0.1%
83,140
-4,060
195
$1.15M 0.1%
14,470
-273
196
$1.15M 0.1%
52,261
+4,688
197
$1.15M 0.1%
37,458
-11
198
$1.14M 0.1%
4,003
-445
199
$1.13M 0.1%
21,746
-250
200
$1.13M 0.1%
11,984
-1,423
6 7
8
9 10