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
276
$490K 0.1%
95,389
-4,004
277
$488K 0.1%
8,696
+920
278
$488K 0.1%
4,516
+194
279
$485K 0.1%
22,000
280
$485K 0.1%
16,120
+2,868
281
$485K 0.1%
267,365
+79,840
282
$479K 0.09%
6,083
-1,184
283
$478K 0.09%
3,414
-414
284
$476K 0.09%
9,556
-495
285
$475K 0.09%
45,788
+12,379
286
$475K 0.09%
132,496
+2,206
287
$474K 0.09%
11,616
-346
288
$474K 0.09%
7,971
-459
289
$467K 0.09%
29,903
-2,642
290
$466K 0.09%
5,434
-13
291
$465K 0.09%
4,306
292
$465K 0.09%
14,211
+1,564
293
$459K 0.09%
101,866
-238
294
$459K 0.09%
18,932
-1,002
295
$459K 0.09%
30,971
+447
296
$459K 0.09%
5,152
+243
297
$458K 0.09%
4,103
-200
298
$457K 0.09%
7,961
+638
299
$457K 0.09%
6,590
+26
300
$454K 0.09%
19,943
+1,476
10 11
12
13 14