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
126
$1.01M 0.18%
16,807
+326
127
$1M 0.18%
3,749
+407
128
$1M 0.18%
16,042
+62
129
$1M 0.18%
11,538
-7
130
$992K 0.18%
4,506
+21
131
$987K 0.18%
31,696
+9,190
132
$982K 0.18%
8,095
+1,659
133
$980K 0.18%
3,583
+283
134
$968K 0.17%
56,478
+4,814
135
$964K 0.17%
62,133
+483
136
$964K 0.17%
5,828
-273
137
$929K 0.17%
7,107
+1,156
138
$929K 0.17%
11,676
-35
139
$928K 0.17%
7,073
140
$927K 0.17%
19,627
+223
141
$912K 0.16%
11,512
+590
142
$908K 0.16%
4,657
+20
143
$906K 0.16%
53,835
+21,956
144
$898K 0.16%
60,790
+1,000
145
$895K 0.16%
12,274
+958
146
$891K 0.16%
8,143
-64
147
$890K 0.16%
10,787
+769
148
$890K 0.16%
7,694
+1,232
149
$888K 0.16%
10,667
+85
150
$884K 0.16%
6,718
+178
4 5
6
7 8