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
476
$244K 0.04%
7,571
+70
477
$242K 0.04%
2,347
-79
478
$242K 0.04%
4,169
+205
479
$240K 0.04%
6,310
+306
480
$238K 0.04%
15,413
+2,584
481
$238K 0.04%
+5,338
482
$237K 0.04%
4,126
-805
483
$236K 0.04%
3,789
+487
484
$233K 0.04%
+5,529
485
$232K 0.04%
3,812
+162
486
$232K 0.04%
+2,518
487
$231K 0.04%
+12,952
488
$231K 0.04%
4,435
+166
489
$230K 0.04%
5,150
-17
490
$228K 0.04%
17,044
-1,425
491
$228K 0.04%
+17,770
492
$228K 0.04%
4,428
-963
493
$228K 0.04%
3,224
-101
494
$227K 0.04%
2,800
495
$225K 0.04%
+17,311
496
$223K 0.04%
+3,737
497
$222K 0.04%
1,733
+27
498
$220K 0.04%
38,214
+1,972
499
$220K 0.04%
+17,561
500
$220K 0.04%
+1,649
18 19
20
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