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
176
$720K 0.14%
3,095
-111
177
$709K 0.14%
23,760
+1,456
178
$706K 0.14%
18,276
-316
179
$705K 0.14%
18,325
+144
180
$700K 0.14%
10,582
+117
181
$699K 0.14%
23,943
+994
182
$697K 0.14%
104,956
+22,047
183
$694K 0.14%
8,155
+1
184
$693K 0.14%
11,381
+4,043
185
$692K 0.14%
4,005
+449
186
$690K 0.14%
6,639
+26
187
$688K 0.13%
9,908
-78
188
$686K 0.13%
10,018
+862
189
$683K 0.13%
6,489
-222
190
$680K 0.13%
18,081
+1,190
191
$672K 0.13%
6,462
-2,253
192
$672K 0.13%
12,816
-2,696
193
$671K 0.13%
+45,700
194
$669K 0.13%
5,704
+1,800
195
$668K 0.13%
119,095
-11,025
196
$668K 0.13%
+58,730
197
$666K 0.13%
10,164
-54
198
$663K 0.13%
+49,420
199
$661K 0.13%
111,939
+2,805
200
$661K 0.13%
+49,870
6 7
8
9 10