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
251
$577K 0.1%
6,050
252
$574K 0.1%
5,287
+981
253
$568K 0.1%
87,745
+9,907
254
$564K 0.1%
14,844
+231
255
$557K 0.1%
22,582
+491
256
$557K 0.1%
290,400
+23,035
257
$555K 0.1%
6,203
+120
258
$554K 0.1%
11,996
+963
259
$554K 0.1%
3,457
+43
260
$552K 0.1%
175,333
+21,000
261
$545K 0.1%
24,868
-3,004
262
$542K 0.1%
6,140
+120
263
$542K 0.1%
9,835
+165
264
$541K 0.1%
5,273
+761
265
$536K 0.1%
4,788
+272
266
$535K 0.1%
8,025
+54
267
$531K 0.1%
4,874
-10
268
$531K 0.1%
34,657
+2,463
269
$529K 0.1%
8,890
+194
270
$524K 0.09%
5,402
-1,594
271
$522K 0.09%
12,118
+502
272
$522K 0.09%
12,519
-284
273
$522K 0.09%
19,313
+381
274
$522K 0.09%
22,381
+2,438
275
$520K 0.09%
9,022
-7,804
9 10
11
12 13