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
101
$1.09M 0.21%
19,314
-262
102
$1.07M 0.21%
8,107
+163
103
$1.06M 0.21%
10,287
+399
104
$1.06M 0.21%
21,113
-4,000
105
$1.05M 0.21%
24,802
+91
106
$1.04M 0.2%
15,980
-71
107
$1.01M 0.2%
18,039
+582
108
$1.01M 0.2%
11,545
-639
109
$998K 0.2%
8,646
-80
110
$994K 0.19%
22,411
-4
111
$994K 0.19%
5,831
-457
112
$992K 0.19%
26,408
+760
113
$988K 0.19%
30,946
+294
114
$977K 0.19%
19,814
+324
115
$967K 0.19%
30,661
+3,265
116
$962K 0.19%
156,114
-4,535
117
$944K 0.18%
6,646
-289
118
$943K 0.18%
10,922
+37
119
$938K 0.18%
3,257
+12
120
$935K 0.18%
3,300
-95
121
$933K 0.18%
24,294
-2,659
122
$931K 0.18%
22,648
+962
123
$930K 0.18%
5,755
-344
124
$926K 0.18%
51,664
+2,704
125
$919K 0.18%
19,404
-3,481
3 4
5
6 7