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
276
$520K 0.09%
140,840
+8,344
277
$519K 0.09%
6,621
+35
278
$518K 0.09%
11,581
+547
279
$517K 0.09%
9,612
+56
280
$515K 0.09%
39,577
-26,828
281
$513K 0.09%
4,313
-6
282
$513K 0.09%
2,205
+80
283
$511K 0.09%
6,235
+878
284
$511K 0.09%
3,720
+903
285
$511K 0.09%
4,557
+188
286
$508K 0.09%
22,000
287
$506K 0.09%
5,840
+688
288
$504K 0.09%
43,338
+394
289
$501K 0.09%
4,769
+816
290
$497K 0.09%
687
+8
291
$495K 0.09%
16,000
-120
292
$488K 0.09%
45,699
-89
293
$488K 0.09%
1,260
+133
294
$486K 0.09%
3,590
-36
295
$486K 0.09%
10,303
+427
296
$485K 0.09%
4,092
-11
297
$485K 0.09%
9,353
+886
298
$483K 0.09%
13,877
-26
299
$483K 0.09%
6,215
+1,641
300
$481K 0.09%
15,650
+1,439
10 11
12
13 14