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
26
$3.07M 0.6%
74,128
+3,254
27
$2.88M 0.56%
21,500
+1,024
28
$2.88M 0.56%
130,095
+2,124
29
$2.87M 0.56%
18,107
+693
30
$2.83M 0.55%
48,485
+3,192
31
$2.83M 0.55%
52,956
-1,542
32
$2.82M 0.55%
41,750
+535
33
$2.82M 0.55%
39,416
-1,389
34
$2.79M 0.55%
35,807
+494
35
$2.74M 0.54%
29,982
-637
36
$2.64M 0.52%
76,388
+2,840
37
$2.61M 0.51%
242,890
-19,478
38
$2.59M 0.51%
67,301
+248
39
$2.5M 0.49%
64,860
-3,600
40
$2.46M 0.48%
16,469
-109
41
$2.44M 0.48%
20,867
+483
42
$2.44M 0.48%
15,229
+363
43
$2.41M 0.47%
40,507
+3,359
44
$2.39M 0.47%
19,668
+424
45
$2.37M 0.46%
10,614
+743
46
$2.35M 0.46%
43,220
+4,878
47
$2.15M 0.42%
7,114
-146
48
$2.05M 0.4%
89,016
+162
49
$2.05M 0.4%
24,418
+516
50
$2.05M 0.4%
17,491
1
2
3 4 5