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
351
$369K 0.07%
15,073
+2,846
352
$368K 0.07%
10,145
-2,058
353
$366K 0.07%
4,834
+285
354
$366K 0.07%
10,629
-433
355
$365K 0.07%
8,856
-6,693
356
$361K 0.07%
23,824
-1,096
357
$361K 0.07%
5,697
-2,381
358
$360K 0.07%
9,090
-2,516
359
$357K 0.07%
5,242
-79
360
$356K 0.07%
7,099
+74
361
$354K 0.07%
19,386
-1,578
362
$354K 0.07%
6,104
+400
363
$352K 0.07%
38,880
+1,830
364
$349K 0.07%
12,951
-273
365
$349K 0.07%
27,135
-1,918
366
$348K 0.07%
2,896
+750
367
$348K 0.07%
11,565
-57
368
$347K 0.07%
4,772
369
$345K 0.07%
1,535
+11
370
$345K 0.07%
4,090
+493
371
$345K 0.07%
4,847
+689
372
$344K 0.07%
2,555
+140
373
$343K 0.07%
3,057
+108
374
$342K 0.07%
8,122
+49
375
$342K 0.07%
18,465
-180
13 14
15
16 17