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
401
$331K 0.06%
4,085
-5
402
$330K 0.06%
13,265
+835
403
$327K 0.06%
4,874
+17
404
$327K 0.06%
1,779
+328
405
$324K 0.06%
16,129
-5,937
406
$322K 0.06%
12,850
+261
407
$322K 0.06%
1,989
+263
408
$320K 0.06%
1,959
+80
409
$319K 0.06%
6,027
+512
410
$319K 0.06%
93,935
+2,083
411
$318K 0.06%
6,605
+129
412
$318K 0.06%
3,683
-36
413
$316K 0.06%
3,059
+260
414
$315K 0.06%
10,710
+235
415
$315K 0.06%
6,533
-566
416
$315K 0.06%
4,871
+376
417
$313K 0.06%
12,319
-632
418
$311K 0.06%
28,541
+1,418
419
$310K 0.06%
2,837
+227
420
$310K 0.06%
4,974
-438
421
$305K 0.05%
+8,915
422
$304K 0.05%
5,923
423
$304K 0.05%
3,812
-19
424
$303K 0.05%
8,746
+395
425
$303K 0.05%
4,279
+577
15 16
17
18 19