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
51
$2.05M 0.4%
71,311
-1,416
52
$2.05M 0.4%
32,067
+10,000
53
$1.97M 0.39%
30,130
-5,302
54
$1.84M 0.36%
13,805
+5,679
55
$1.83M 0.36%
12,514
-1,240
56
$1.82M 0.36%
17,586
+1,178
57
$1.75M 0.34%
24,035
-600
58
$1.74M 0.34%
47,964
+4,035
59
$1.71M 0.33%
14,757
+348
60
$1.7M 0.33%
10,893
-197
61
$1.68M 0.33%
21,246
+143
62
$1.67M 0.33%
26,668
-1,383
63
$1.65M 0.32%
29,804
-699
64
$1.6M 0.31%
31,529
+4,318
65
$1.6M 0.31%
9,986
+318
66
$1.6M 0.31%
6,666
-66
67
$1.57M 0.31%
30,563
-55
68
$1.54M 0.3%
74,076
-54
69
$1.54M 0.3%
14,948
+416
70
$1.52M 0.3%
14,707
+136
71
$1.48M 0.29%
+278,727
72
$1.46M 0.29%
21,234
+1,768
73
$1.44M 0.28%
22,029
-236
74
$1.42M 0.28%
11,613
+1,048
75
$1.42M 0.28%
12,370
+710
1 2
3
4 5