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
426
$276K 0.05%
12,589
+133
427
$276K 0.05%
4,702
+88
428
$274K 0.05%
10,778
+1,038
429
$274K 0.05%
+1,750
430
$274K 0.05%
2,799
+259
431
$273K 0.05%
+6,211
432
$272K 0.05%
4,494
-27
433
$270K 0.05%
2,610
+198
434
$269K 0.05%
12,430
-1,370
435
$267K 0.05%
6,960
+268
436
$265K 0.05%
26,259
+1,734
437
$265K 0.05%
1,726
-9
438
$259K 0.05%
7,596
+1,445
439
$259K 0.05%
4,495
-886
440
$257K 0.05%
+1,451
441
$256K 0.05%
15,953
+4,820
442
$256K 0.05%
5,086
-26
443
$256K 0.05%
9,110
+367
444
$255K 0.05%
+3,829
445
$254K 0.05%
2,211
+137
446
$253K 0.05%
2,579
+225
447
$252K 0.05%
+4,047
448
$252K 0.05%
+2,426
449
$251K 0.05%
5,515
+161
450
$250K 0.05%
16,542
-2,738
16 17
18
19 20