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
76
$1.41M 0.28%
14,602
-215
77
$1.4M 0.27%
16,185
+256
78
$1.38M 0.27%
20,040
-952
79
$1.37M 0.27%
34,790
+2,093
80
$1.31M 0.26%
17,668
+397
81
$1.3M 0.25%
15,704
+31
82
$1.29M 0.25%
40,224
+589
83
$1.28M 0.25%
872
-4
84
$1.28M 0.25%
11,496
-832
85
$1.26M 0.25%
53,647
+1,943
86
$1.21M 0.24%
23,777
-215
87
$1.21M 0.24%
13,736
+696
88
$1.2M 0.23%
17,345
-357
89
$1.19M 0.23%
22,700
90
$1.18M 0.23%
10,092
-91
91
$1.17M 0.23%
40,536
-10,500
92
$1.14M 0.22%
16,045
-166
93
$1.14M 0.22%
17,402
-384
94
$1.12M 0.22%
9,119
-69
95
$1.12M 0.22%
4,485
-56
96
$1.11M 0.22%
15,116
+81
97
$1.11M 0.22%
10,566
-852
98
$1.1M 0.22%
15,263
+694
99
$1.09M 0.21%
14,870
-473
100
$1.09M 0.21%
26,951
+7,790
2 3
4
5 6