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
376
$339K 0.07%
6,606
+940
377
$339K 0.07%
+9,485
378
$339K 0.07%
2,739
+60
379
$337K 0.07%
4,574
+101
380
$335K 0.07%
2,303
+2
381
$335K 0.07%
2,489
+28
382
$333K 0.07%
12,447
383
$333K 0.07%
6,696
+860
384
$332K 0.07%
4,913
+120
385
$331K 0.06%
3,815
-222
386
$331K 0.06%
20,840
-1,406
387
$330K 0.06%
4,357
+187
388
$330K 0.06%
789
+23
389
$328K 0.06%
14,966
+777
390
$327K 0.06%
36,816
391
$327K 0.06%
6,362
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392
$324K 0.06%
6,216
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393
$322K 0.06%
11,259
+1,160
394
$320K 0.06%
17,724
-415
395
$319K 0.06%
4,319
-92
396
$314K 0.06%
5,406
+157
397
$314K 0.06%
3,504
+177
398
$313K 0.06%
5,412
+695
399
$309K 0.06%
6,476
-96
400
$309K 0.06%
3,719
+104
14 15
16
17 18