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
151
$875K 0.16%
7,976
+378
152
$866K 0.16%
7,299
+265
153
$865K 0.16%
7,119
+189
154
$864K 0.16%
36,941
+532
155
$858K 0.15%
112,726
+7,770
156
$858K 0.15%
53,769
-348
157
$854K 0.15%
4,948
+550
158
$852K 0.15%
9,180
-75
159
$851K 0.15%
20,373
+2,292
160
$850K 0.15%
5,728
+460
161
$848K 0.15%
11,471
+771
162
$845K 0.15%
14,429
+597
163
$843K 0.15%
9,282
+537
164
$838K 0.15%
5,458
+94
165
$830K 0.15%
11,193
+280
166
$827K 0.15%
10,146
+1,268
167
$823K 0.15%
25,652
+1,892
168
$819K 0.15%
7,580
169
$818K 0.15%
9,478
+131
170
$817K 0.15%
121,170
+2,075
171
$816K 0.15%
299,640
+320
172
$815K 0.15%
26,922
+2,979
173
$813K 0.15%
7,013
+194
174
$805K 0.14%
99,507
+28,684
175
$802K 0.14%
9,947
+39
5 6
7
8 9