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
351
$391K 0.07%
4,690
-157
352
$386K 0.07%
+6,831
353
$385K 0.07%
803
+14
354
$381K 0.07%
13,068
-264
355
$380K 0.07%
2,319
+16
356
$379K 0.07%
8,224
+92
357
$376K 0.07%
4,716
+359
358
$376K 0.07%
25,887
-1,897
359
$374K 0.07%
4,207
+152
360
$373K 0.07%
3,942
+127
361
$373K 0.07%
3,509
+930
362
$373K 0.07%
930
+106
363
$373K 0.07%
6,167
+2,470
364
$372K 0.07%
28,849
-21,751
365
$371K 0.07%
3,725
-27
366
$371K 0.07%
5,019
+106
367
$370K 0.07%
8,122
368
$369K 0.07%
9,147
+57
369
$369K 0.07%
+7,401
370
$366K 0.07%
+28,408
371
$366K 0.07%
5,725
+28
372
$364K 0.07%
1,535
373
$362K 0.07%
5,704
-3,304
374
$360K 0.06%
12,250
+991
375
$360K 0.06%
10,555
+141
13 14
15
16 17