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
326
$394K 0.08%
5,255
-18
327
$393K 0.08%
77,838
-3,253
328
$393K 0.08%
5,538
+225
329
$392K 0.08%
6,947
+72
330
$392K 0.08%
8,204
-52
331
$391K 0.08%
13,332
+1,893
332
$390K 0.08%
29,589
+1,447
333
$389K 0.08%
5,357
+74
334
$388K 0.08%
3,503
-128
335
$385K 0.08%
17,376
+354
336
$384K 0.08%
15,177
+1,990
337
$384K 0.08%
4,658
-12
338
$381K 0.07%
7,255
+239
339
$381K 0.07%
+4,512
340
$381K 0.07%
3,679
+78
341
$380K 0.07%
2,817
+10
342
$380K 0.07%
20,790
-26
343
$380K 0.07%
6,256
+1,118
344
$378K 0.07%
19,858
+213
345
$376K 0.07%
5,923
+266
346
$375K 0.07%
8,467
-56
347
$375K 0.07%
3,953
-357
348
$372K 0.07%
8,132
+165
349
$372K 0.07%
7,630
+372
350
$372K 0.07%
10,414
+542
12 13
14
15 16