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
501
$219K 0.04%
3,224
+104
502
$219K 0.04%
+17,440
503
$218K 0.04%
+2,451
504
$217K 0.04%
13,280
-15,586
505
$217K 0.04%
7,092
-2,363
506
$216K 0.04%
2,480
-16
507
$216K 0.04%
4,418
-21
508
$215K 0.04%
+8,290
509
$215K 0.04%
+18,960
510
$214K 0.04%
+1,887
511
$214K 0.04%
6,232
+147
512
$213K 0.04%
+1,033
513
$212K 0.04%
+1,068
514
$212K 0.04%
+2,677
515
$211K 0.04%
+6,317
516
$211K 0.04%
+16,245
517
$210K 0.04%
+4,935
518
$210K 0.04%
18,506
-40,224
519
$209K 0.04%
24,894
+1,868
520
$208K 0.04%
4,922
-69
521
$208K 0.04%
+15,536
522
$207K 0.04%
+13,526
523
$207K 0.04%
+7,526
524
$207K 0.04%
+3,187
525
$206K 0.04%
+8,666
19 20
21
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