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
201
$658K 0.13%
8,878
-436
202
$656K 0.13%
+50,600
203
$653K 0.13%
18,780
-358
204
$650K 0.13%
15,381
+1,236
205
$649K 0.13%
6,996
+108
206
$641K 0.13%
9,008
-3,128
207
$640K 0.13%
5,951
-7
208
$639K 0.13%
9,162
+68
209
$638K 0.13%
8,335
+797
210
$637K 0.12%
11,161
-2,857
211
$636K 0.12%
18,269
-207
212
$636K 0.12%
44,446
+4,227
213
$635K 0.12%
11,854
+1,102
214
$633K 0.12%
40,645
+180
215
$631K 0.12%
1,657
+74
216
$631K 0.12%
11,380
-119
217
$625K 0.12%
8,693
-231
218
$625K 0.12%
9,826
+96
219
$616K 0.12%
34,820
+1,130
220
$615K 0.12%
22,506
-9,902
221
$611K 0.12%
12,688
-8,214
222
$611K 0.12%
33,041
-1,477
223
$611K 0.12%
5,480
224
$609K 0.12%
45,273
-81
225
$606K 0.12%
8,407
+462
7 8
9
10 11