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
$556M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$834K
2
+$748K
3
+$494K
4
JNJ icon
Johnson & Johnson
JNJ
+$399K
5
ABT icon
Abbott
ABT
+$394K

Top Sells

1
+$1.88M
2
+$1.62M
3
+$931K
4
CSCO icon
Cisco
CSCO
+$851K
5
BKN icon
BlackRock Investment Quality Municipal Trust
BKN
+$671K

Sector Composition

1 Financials 18.93%
2 Technology 17.02%
3 Healthcare 13.76%
4 Communication Services 8.71%
5 Consumer Staples 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$648K 0.12%
5,466
-213
227
$641K 0.12%
6,809
+104
228
$640K 0.12%
81,060
+2,460
229
$638K 0.11%
12,809
+582
230
$634K 0.11%
16,188
+368
231
$633K 0.11%
15,028
-353
232
$632K 0.11%
41,915
+2,067
233
$630K 0.11%
20,149
+2,071
234
$629K 0.11%
11,782
-72
235
$628K 0.11%
7,096
+375
236
$619K 0.11%
7,545
+132
237
$616K 0.11%
41,450
+805
238
$615K 0.11%
33,195
+2,190
239
$609K 0.11%
4,159
+140
240
$603K 0.11%
33,702
+2,731
241
$603K 0.11%
3,503
-619
242
$603K 0.11%
11,609
+229
243
$602K 0.11%
99,750
+4,361
244
$597K 0.11%
3,945
-38
245
$596K 0.11%
8,705
+298
246
$589K 0.11%
3,165
+32
247
$583K 0.1%
7,493
+248
248
$583K 0.1%
74,496
+9,623
249
$577K 0.1%
7,493
+25
250
$577K 0.1%
108,885
+7,019
8 9
10
11 12