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
451
$273K 0.05%
71,407
+29,090
452
$272K 0.05%
+5,569
453
$271K 0.05%
8,595
+340
454
$269K 0.05%
40,587
+8,299
455
$269K 0.05%
+8,745
456
$269K 0.05%
17,032
+896
457
$267K 0.05%
14,068
+2,019
458
$267K 0.05%
+1,610
459
$265K 0.05%
+8,639
460
$265K 0.05%
17,053
+511
461
$265K 0.05%
+3,042
462
$264K 0.05%
5,094
+8
463
$258K 0.05%
5,823
-388
464
$258K 0.05%
6,919
-677
465
$253K 0.05%
4,239
+410
466
$253K 0.05%
2,983
+152
467
$252K 0.05%
17,756
+1,365
468
$251K 0.05%
4,700
469
$249K 0.04%
5,400
470
$248K 0.04%
12,191
+122
471
$247K 0.04%
+2,159
472
$246K 0.04%
+1,489
473
$245K 0.04%
8,043
+1,209
474
$245K 0.04%
2,939
475
$244K 0.04%
3,582
+533
17 18
19
20 21