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
201
$1.12M 0.1%
6,063
-148
202
$1.11M 0.1%
99,628
+1,075
203
$1.09M 0.1%
6,518
-123
204
$1.08M 0.1%
4,315
+85
205
$1.08M 0.1%
36,654
+3,766
206
$1.08M 0.1%
634
-4
207
$1.07M 0.1%
7,147
-304
208
$1.05M 0.09%
11,230
-152
209
$1.05M 0.09%
28,872
-2,802
210
$1.04M 0.09%
45,374
-2,175
211
$1.04M 0.09%
10,640
-7,110
212
$1.04M 0.09%
10,390
-42
213
$1.03M 0.09%
13,080
-2,017
214
$1.03M 0.09%
12,452
+2,219
215
$1.03M 0.09%
16,860
-375
216
$1.03M 0.09%
+8,113
217
$1.02M 0.09%
3,248
-183
218
$1M 0.09%
35,722
-117
219
$997K 0.09%
21,564
-653
220
$995K 0.09%
55,757
+6,326
221
$991K 0.09%
+2,109
222
$989K 0.09%
12,309
-361
223
$986K 0.09%
27,496
-1,632
224
$985K 0.09%
26,590
+6,050
225
$983K 0.09%
4,452
+69
7 8
9
10 11