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
451
$250K 0.05%
7,133
-446
452
$249K 0.05%
3,359
+96
453
$248K 0.05%
3,702
-624
454
$246K 0.05%
3,324
-37
455
$246K 0.05%
5,278
+314
456
$246K 0.05%
27,123
-1,272
457
$245K 0.05%
31,827
+379
458
$244K 0.05%
18,469
+479
459
$243K 0.05%
8,255
+345
460
$242K 0.05%
+3,325
461
$240K 0.05%
5,391
+7
462
$239K 0.05%
3,964
+78
463
$238K 0.05%
+6,834
464
$237K 0.05%
14,653
465
$233K 0.05%
+4,991
466
$232K 0.05%
6,085
+249
467
$230K 0.05%
12,069
+29
468
$229K 0.04%
+2,939
469
$229K 0.04%
5,400
470
$227K 0.04%
4,700
471
$226K 0.04%
2,800
472
$226K 0.04%
1,706
+9
473
$225K 0.04%
7,501
-718
474
$225K 0.04%
+7,069
475
$222K 0.04%
29,820
-18,630
17 18
19
20 21