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
376
$354K 0.06%
4,096
+772
377
$353K 0.06%
38,998
+9,178
378
$352K 0.06%
7,130
+57
379
$352K 0.06%
12,447
380
$352K 0.06%
6,313
+209
381
$351K 0.06%
2,649
-731
382
$350K 0.06%
9,292
+146
383
$350K 0.06%
3,565
-90
384
$348K 0.06%
+3,185
385
$347K 0.06%
19,513
-1,277
386
$346K 0.06%
20,156
+770
387
$345K 0.06%
36,816
388
$343K 0.06%
18,187
+2,234
389
$343K 0.06%
19,065
+600
390
$342K 0.06%
13,828
+1,796
391
$341K 0.06%
4,970
-272
392
$340K 0.06%
42,435
+3,555
393
$339K 0.06%
11,502
-2,947
394
$338K 0.06%
174,862
+51,871
395
$336K 0.06%
4,642
-192
396
$336K 0.06%
21,287
+447
397
$335K 0.06%
7,186
+53
398
$333K 0.06%
4,319
399
$332K 0.06%
5,641
-575
400
$331K 0.06%
8,290
+536
14 15
16
17 18