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
476
$221K 0.04%
6,004
-1,046
477
$220K 0.04%
+2,801
478
$219K 0.04%
+2,423
479
$217K 0.04%
2,831
-338
480
$217K 0.04%
+4,439
481
$217K 0.04%
3,697
+133
482
$217K 0.04%
4,269
-9
483
$216K 0.04%
5,015
+140
484
$215K 0.04%
+5,167
485
$215K 0.04%
122,991
-5,125
486
$214K 0.04%
+2,570
487
$213K 0.04%
3,650
488
$213K 0.04%
3,302
-282
489
$213K 0.04%
27,995
+2,753
490
$211K 0.04%
3,049
-30
491
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+3,274
492
$211K 0.04%
6,128
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493
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494
$209K 0.04%
+2,496
495
$206K 0.04%
+16,391
496
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+4,701
497
$200K 0.04%
+3,120
498
$193K 0.04%
12,049
-680
499
$189K 0.04%
32,288
+14,281
500
$187K 0.04%
38,871
-34,909
18 19
20
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