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
76
$1.48M 0.27%
273,727
-5,000
77
$1.47M 0.26%
33,158
+8,864
78
$1.45M 0.26%
12,147
+651
79
$1.4M 0.25%
17,642
-26
80
$1.39M 0.25%
74,016
-60
81
$1.38M 0.25%
18,902
+1,500
82
$1.38M 0.25%
11,398
-215
83
$1.38M 0.25%
10,581
+294
84
$1.38M 0.25%
19,481
-559
85
$1.37M 0.25%
20,702
+1,388
86
$1.36M 0.25%
33,390
-1,400
87
$1.35M 0.24%
13,854
-748
88
$1.35M 0.24%
16,443
+398
89
$1.34M 0.24%
11,137
+1,045
90
$1.33M 0.24%
17,525
+180
91
$1.32M 0.24%
15,929
+225
92
$1.31M 0.24%
19,877
-1,357
93
$1.31M 0.24%
28,905
+1,954
94
$1.28M 0.23%
15,941
+3,538
95
$1.28M 0.23%
40,536
96
$1.25M 0.22%
15,528
+412
97
$1.24M 0.22%
24,682
+905
98
$1.23M 0.22%
11,445
-925
99
$1.22M 0.22%
21,320
-709
100
$1.21M 0.22%
35,661
+5,000
2 3
4
5 6