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
301
$449K 0.09%
31,879
+506
302
$442K 0.09%
64,873
+9,336
303
$442K 0.09%
31,005
+525
304
$441K 0.09%
9,876
-877
305
$440K 0.09%
6,642
-75
306
$438K 0.09%
13,903
+5,963
307
$438K 0.09%
10,266
+90
308
$431K 0.08%
24,180
+707
309
$427K 0.08%
5,317
+21
310
$418K 0.08%
8,313
+357
311
$417K 0.08%
25,841
+12,915
312
$417K 0.08%
12,942
-2,512
313
$414K 0.08%
1,127
-71
314
$414K 0.08%
32,194
+1,168
315
$414K 0.08%
9,823
+404
316
$412K 0.08%
4,369
-161
317
$409K 0.08%
7,397
+507
318
$404K 0.08%
8,024
+512
319
$403K 0.08%
4,695
320
$401K 0.08%
6,925
+38
321
$400K 0.08%
28,866
-39,387
322
$400K 0.08%
3,380
+431
323
$399K 0.08%
27,784
-78
324
$397K 0.08%
5,808
+95
325
$394K 0.08%
11,443
-628
11 12
13
14 15