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
401
$306K 0.06%
+3,186
402
$305K 0.06%
4,857
+17
403
$305K 0.06%
16,198
+624
404
$304K 0.06%
1,405
-54
405
$300K 0.06%
4,055
-217
406
$300K 0.06%
3,655
+317
407
$299K 0.06%
10,475
-330
408
$297K 0.06%
1,879
-14
409
$295K 0.06%
824
+12
410
$294K 0.06%
5,971
+733
411
$293K 0.06%
12,032
+1,421
412
$291K 0.06%
3,752
+982
413
$290K 0.06%
8,351
+368
414
$288K 0.06%
7,073
+351
415
$287K 0.06%
9,146
-1,039
416
$287K 0.06%
9,455
-2,074
417
$285K 0.06%
2,263
+80
418
$285K 0.06%
91,852
+13,021
419
$285K 0.06%
6,582
+229
420
$284K 0.06%
7,754
-266
421
$281K 0.06%
+10,746
422
$280K 0.05%
22,566
+617
423
$279K 0.05%
16,136
+52
424
$277K 0.05%
4,931
-144
425
$276K 0.05%
3,831
+513
15 16
17
18 19