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
201
$707K 0.13%
5,642
-62
202
$701K 0.13%
10,655
+491
203
$700K 0.13%
6,092
+1,189
204
$697K 0.13%
2,805
+221
205
$696K 0.13%
6,521
-118
206
$694K 0.12%
22,254
+2,587
207
$693K 0.12%
35,015
+2,289
208
$692K 0.12%
11,746
+365
209
$690K 0.12%
16,628
+905
210
$690K 0.12%
12,510
-2,753
211
$684K 0.12%
14,741
+1,541
212
$683K 0.12%
19,327
+1,058
213
$681K 0.12%
8,348
+148
214
$681K 0.12%
45,905
+1,459
215
$680K 0.12%
17,482
+190
216
$671K 0.12%
9,679
-147
217
$671K 0.12%
10,817
+1,655
218
$670K 0.12%
18,510
-270
219
$669K 0.12%
12,893
+1,920
220
$668K 0.12%
8,956
+2,366
221
$667K 0.12%
5,480
222
$666K 0.12%
19,850
+343
223
$664K 0.12%
48,219
+2,946
224
$656K 0.12%
8,457
+122
225
$651K 0.12%
1,697
+40
7 8
9
10 11