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
526
$205K 0.04%
+9,893
527
$204K 0.04%
24,688
-1,043
528
$204K 0.04%
+4,051
529
$202K 0.04%
12,361
+1,652
530
$201K 0.04%
10,467
-222
531
$192K 0.03%
+13,055
532
$190K 0.03%
+14,655
533
$186K 0.03%
+13,128
534
$172K 0.03%
43,584
+4,188
535
$170K 0.03%
18,268
+3,327
536
$165K 0.03%
+12,341
537
$164K 0.03%
+13,644
538
$158K 0.03%
11,386
539
$155K 0.03%
5,265
-1,814
540
$148K 0.03%
+13,179
541
$147K 0.03%
+22,159
542
$146K 0.03%
+11,249
543
$141K 0.03%
+10,630
544
$138K 0.02%
+33,510
545
$121K 0.02%
11,209
+203
546
$109K 0.02%
10,491
-302
547
$105K 0.02%
13,000
548
$104K 0.02%
+18,382
549
$95K 0.02%
17,224
+267
550
$91K 0.02%
+11,000
20 21
22
23 24