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
26
$3.42M 0.61%
38,429
+2,622
27
$3.32M 0.6%
22,639
+1,139
28
$3.31M 0.6%
91,792
+706
29
$3.2M 0.57%
135,533
+5,438
30
$3.14M 0.56%
73,894
-234
31
$3.11M 0.56%
69,724
+2,423
32
$3.05M 0.55%
81,018
+4,630
33
$3.01M 0.54%
18,073
-34
34
$2.96M 0.53%
41,483
-267
35
$2.89M 0.52%
12,273
+1,659
36
$2.75M 0.49%
66,220
+1,360
37
$2.7M 0.49%
16,859
+390
38
$2.63M 0.47%
16,039
+810
39
$2.62M 0.47%
48,113
-372
40
$2.6M 0.47%
20,077
+409
41
$2.54M 0.46%
21,167
+300
42
$2.52M 0.45%
76,717
+5,406
43
$2.5M 0.45%
41,868
+1,361
44
$2.48M 0.45%
50,941
-2,015
45
$2.44M 0.44%
35,938
-3,478
46
$2.35M 0.42%
44,631
+1,411
47
$2.26M 0.41%
94,053
+5,037
48
$2.22M 0.4%
7,102
-12
49
$2.15M 0.39%
224,557
-18,333
50
$2.14M 0.38%
13,026
+512
1
2
3 4 5