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
126
$919K 0.18%
16,481
-794
127
$916K 0.18%
4,097
+1,213
128
$912K 0.18%
183,720
+20,235
129
$910K 0.18%
11,711
-104
130
$908K 0.18%
8,207
+339
131
$894K 0.18%
16,826
-1,142
132
$884K 0.17%
7,753
-192
133
$883K 0.17%
12,403
-4,053
134
$880K 0.17%
7,073
-815
135
$878K 0.17%
21,372
-1,867
136
$877K 0.17%
6,101
+184
137
$869K 0.17%
4,232
+1,432
138
$864K 0.17%
4,637
-102
139
$864K 0.17%
13,982
+1,064
140
$858K 0.17%
9,255
+119
141
$848K 0.17%
54,117
+13,254
142
$835K 0.16%
3,342
-34
143
$824K 0.16%
7,034
+291
144
$802K 0.16%
14,838
+108
145
$801K 0.16%
7,598
-3,057
146
$799K 0.16%
299,320
+1,520
147
$795K 0.16%
7,868
+77
148
$795K 0.16%
9,347
-87
149
$790K 0.15%
6,457
-177
150
$784K 0.15%
6,540
+52
4 5
6
7 8