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
51
$2.09M 0.38%
25,067
-7,000
52
$2M 0.36%
25,677
+1,259
53
$2M 0.36%
11,319
+426
54
$2M 0.36%
18,362
+871
55
$1.98M 0.36%
14,162
+357
56
$1.97M 0.35%
35,298
+3,769
57
$1.97M 0.35%
24,385
+350
58
$1.94M 0.35%
24,741
+3,495
59
$1.94M 0.35%
52,623
+4,659
60
$1.94M 0.35%
29,135
-995
61
$1.9M 0.34%
17,888
+302
62
$1.89M 0.34%
32,378
+2,574
63
$1.87M 0.34%
15,027
+270
64
$1.8M 0.32%
10,730
+744
65
$1.77M 0.32%
27,221
+553
66
$1.71M 0.31%
17,447
+1,262
67
$1.7M 0.31%
33,084
+2,521
68
$1.68M 0.3%
14,926
+219
69
$1.63M 0.29%
15,133
+1,397
70
$1.61M 0.29%
15,772
+824
71
$1.56M 0.28%
6,788
+122
72
$1.53M 0.28%
57,456
+3,809
73
$1.53M 0.27%
36,462
+17,874
74
$1.5M 0.27%
845
-27
75
$1.49M 0.27%
17,697
+2,827
1 2
3
4 5