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
426
$302K 0.05%
4,655
+161
427
$300K 0.05%
16,062
-136
428
$300K 0.05%
2,257
+46
429
$298K 0.05%
+4,009
430
$297K 0.05%
1,270
-135
431
$297K 0.05%
2,476
-263
432
$297K 0.05%
+9,472
433
$296K 0.05%
2,235
-28
434
$296K 0.05%
17,339
-385
435
$291K 0.05%
6,763
+181
436
$290K 0.05%
3,048
+247
437
$288K 0.05%
+8,964
438
$286K 0.05%
32,780
+953
439
$283K 0.05%
29,752
+1,757
440
$282K 0.05%
1,821
+71
441
$282K 0.05%
10,344
-402
442
$281K 0.05%
51,793
+12,922
443
$280K 0.05%
8,721
-1,424
444
$279K 0.05%
5,722
+444
445
$277K 0.05%
6,020
+49
446
$277K 0.05%
4,729
+27
447
$276K 0.05%
3,032
-2,402
448
$275K 0.05%
28,398
+2,139
449
$273K 0.05%
+3,204
450
$273K 0.05%
7,456
+496
16 17
18
19 20