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
151
$783K 0.15%
18,588
-179
152
$782K 0.15%
66,405
153
$781K 0.15%
6,819
+93
154
$779K 0.15%
6,285
-98
155
$777K 0.15%
14,174
-139
156
$776K 0.15%
7,580
157
$771K 0.15%
21,863
+553
158
$770K 0.15%
13,832
+309
159
$767K 0.15%
11,316
+282
160
$767K 0.15%
15,965
+1,461
161
$767K 0.15%
36,409
+688
162
$764K 0.15%
8,745
-158
163
$757K 0.15%
5,364
-393
164
$756K 0.15%
3,704
-259
165
$754K 0.15%
19,099
-569
166
$745K 0.15%
97,486
+239
167
$742K 0.15%
6,436
+862
168
$740K 0.14%
5,268
+284
169
$740K 0.14%
59,790
+320
170
$738K 0.14%
61,650
+117
171
$733K 0.14%
6,930
-182
172
$733K 0.14%
4,122
-68
173
$732K 0.14%
10,913
+685
174
$723K 0.14%
4,398
+217
175
$722K 0.14%
10,700
+412
5 6
7
8 9