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
101
$1.21M 0.22%
9,101
-18
102
$1.2M 0.22%
24,188
+2,816
103
$1.19M 0.21%
10,492
-74
104
$1.19M 0.21%
22,700
105
$1.18M 0.21%
18,794
+755
106
$1.17M 0.21%
38,821
-1,403
107
$1.16M 0.21%
9,038
+392
108
$1.15M 0.21%
198,301
+14,581
109
$1.12M 0.2%
5,186
+954
110
$1.12M 0.2%
22,404
+1,291
111
$1.11M 0.2%
6,354
+523
112
$1.1M 0.2%
8,096
-11
113
$1.08M 0.19%
3,311
+54
114
$1.08M 0.19%
6,045
+290
115
$1.07M 0.19%
27,008
+600
116
$1.06M 0.19%
24,785
-17
117
$1.05M 0.19%
165,414
+9,300
118
$1.05M 0.19%
32,269
+1,323
119
$1.04M 0.19%
7,920
+167
120
$1.04M 0.19%
20,725
+911
121
$1.03M 0.19%
23,980
+1,569
122
$1.03M 0.18%
19,469
+6,781
123
$1.02M 0.18%
23,282
+1,419
124
$1.02M 0.18%
46,390
+11,570
125
$1.01M 0.18%
6,638
-8
3 4
5
6 7