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
$511M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.48M
3
+$755K
4
BKN icon
BlackRock Investment Quality Municipal Trust
BKN
+$671K
5
EVM
Eaton Vance California Municipal Bond Fund
EVM
+$668K

Top Sells

1
+$3.31M
2
+$1.36M
3
+$546K
4
CSCO icon
Cisco
CSCO
+$507K
5
AGN
Allergan plc
AGN
+$451K

Sector Composition

1 Financials 19.62%
2 Technology 16.05%
3 Healthcare 13.52%
4 Communication Services 8.43%
5 Consumer Staples 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$603K 0.12%
11,464
-104
227
$601K 0.12%
12,227
-157
228
$601K 0.12%
7,980
-1,333
229
$597K 0.12%
7,639
+1,046
230
$590K 0.12%
8,200
+3,445
231
$588K 0.12%
32,726
+596
232
$584K 0.11%
12,803
+27
233
$583K 0.11%
78,600
+8,048
234
$581K 0.11%
2,584
+46
235
$579K 0.11%
19,507
+75
236
$579K 0.11%
10,973
-1,449
237
$575K 0.11%
7,413
+195
238
$574K 0.11%
19,667
-417
239
$569K 0.11%
5,679
-224
240
$565K 0.11%
3,133
+47
241
$563K 0.11%
6,050
242
$562K 0.11%
154,333
243
$562K 0.11%
39,848
-105
244
$562K 0.11%
15,820
+6,313
245
$562K 0.11%
20,045
+828
246
$558K 0.11%
17,292
-542
247
$558K 0.11%
27,872
-5,070
248
$554K 0.11%
6,705
-619
249
$549K 0.11%
7,468
+21
250
$549K 0.11%
4,903
8 9
10
11 12