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
251
$546K 0.11%
13,804
-2,305
252
$544K 0.11%
3,983
-4
253
$542K 0.11%
15,723
+1,956
254
$537K 0.11%
4,019
+273
255
$536K 0.11%
679
-7
256
$531K 0.1%
6,721
+215
257
$524K 0.1%
7,245
+793
258
$522K 0.1%
3,626
-311
259
$521K 0.1%
42,944
-8,003
260
$520K 0.1%
9,670
+1,007
261
$519K 0.1%
22,091
+2,894
262
$518K 0.1%
11,034
+446
263
$517K 0.1%
70,823
+7,628
264
$515K 0.1%
6,020
+258
265
$510K 0.1%
13,200
-70
266
$508K 0.1%
6,586
-38
267
$508K 0.1%
18,078
+1,452
268
$508K 0.1%
22,066
+3,342
269
$503K 0.1%
4,884
-18
270
$499K 0.1%
14,449
+2,184
271
$498K 0.1%
4,319
+99
272
$498K 0.1%
11,033
-462
273
$498K 0.1%
7,675
+188
274
$494K 0.1%
14,613
-353
275
$493K 0.1%
2,125
+22
9 10
11
12 13