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
176
$800K 0.14%
12,404
+940
177
$799K 0.14%
6,269
-16
178
$794K 0.14%
12,786
+1,625
179
$784K 0.14%
8,031
+163
180
$784K 0.14%
6,502
+45
181
$783K 0.14%
3,800
+96
182
$773K 0.14%
13,086
-896
183
$771K 0.14%
6,811
+322
184
$768K 0.14%
13,888
-286
185
$765K 0.14%
18,808
+483
186
$764K 0.14%
13,826
+1,010
187
$756K 0.14%
120,526
+8,587
188
$753K 0.14%
18,340
+64
189
$748K 0.13%
103,286
+5,800
190
$746K 0.13%
15,172
+334
191
$739K 0.13%
3,107
+12
192
$735K 0.13%
15,614
-351
193
$734K 0.13%
8,155
194
$731K 0.13%
9,768
+1,075
195
$727K 0.13%
3,883
-122
196
$727K 0.13%
35,092
+2,051
197
$725K 0.13%
16,830
-2,269
198
$721K 0.13%
3,292
-805
199
$708K 0.13%
8,005
+366
200
$708K 0.13%
21,865
+1,820
6 7
8
9 10