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
301
$479K 0.09%
7,685
+1,323
302
$478K 0.09%
11,351
-2,453
303
$478K 0.09%
7,988
+313
304
$474K 0.09%
8,576
+552
305
$468K 0.08%
3,616
+113
306
$468K 0.08%
6,876
-1,104
307
$466K 0.08%
14,241
+1,299
308
$464K 0.08%
11,022
+2,166
309
$463K 0.08%
7,742
+795
310
$461K 0.08%
24,536
+712
311
$459K 0.08%
13,049
+1,606
312
$457K 0.08%
10,208
-58
313
$454K 0.08%
25,575
+1,395
314
$452K 0.08%
4,615
+2,192
315
$450K 0.08%
3,388
+331
316
$448K 0.08%
27,865
-2,038
317
$446K 0.08%
10,399
+576
318
$443K 0.08%
6,779
+137
319
$442K 0.08%
8,754
+441
320
$441K 0.08%
7,509
+112
321
$441K 0.08%
5,429
+174
322
$439K 0.08%
15,176
+210
323
$435K 0.08%
7,846
-115
324
$432K 0.08%
31,691
+4,556
325
$432K 0.08%
25,176
+2,610
11 12
13
14 15