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
326
$428K 0.08%
6,785
-140
327
$428K 0.08%
4,695
328
$427K 0.08%
24,851
-990
329
$427K 0.08%
7,607
+911
330
$426K 0.08%
3,156
+260
331
$421K 0.08%
7,260
+654
332
$419K 0.08%
4,053
+549
333
$415K 0.07%
7,702
+72
334
$415K 0.07%
5,575
+169
335
$415K 0.07%
2,652
+97
336
$414K 0.07%
31,023
+1,434
337
$412K 0.07%
16,070
+893
338
$411K 0.07%
4,902
+244
339
$410K 0.07%
15,527
+454
340
$409K 0.07%
6,157
-99
341
$408K 0.07%
5,595
+57
342
$408K 0.07%
12,009
+444
343
$406K 0.07%
2,611
+122
344
$405K 0.07%
11,348
+719
345
$401K 0.07%
4,798
+26
346
$401K 0.07%
8,204
347
$400K 0.07%
17,318
-58
348
$400K 0.07%
6,029
+221
349
$394K 0.07%
12,665
+1,887
350
$392K 0.07%
6,900
+1,885
12 13
14
15 16