LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.25B
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
1
$24M 4.31%
96
2
$21.2M 3.82%
591,608
+23,208
3
$12.7M 2.28%
192,211
-3,187
4
$10.1M 1.82%
97,348
5
$8.44M 1.52%
256,536
6
$8.18M 1.47%
99,697
-998
7
$7.32M 1.32%
58,805
+3,203
8
$6.88M 1.24%
60,664
+1,171
9
$6.58M 1.18%
27,541
+2,067
10
$6.55M 1.18%
46,099
+336
11
$6.09M 1.1%
737,216
-196,208
12
$5.87M 1.06%
41,089
-1,363
13
$5.85M 1.05%
35,094
-1,203
14
$5.73M 1.03%
94,545
-270
15
$5.39M 0.97%
127,200
+3,840
16
$5.37M 0.97%
121,180
-42,440
17
$5.01M 0.9%
57,023
+652
18
$4.69M 0.84%
52,173
+2,487
19
$4.39M 0.79%
139,890
+9,957
20
$4.35M 0.78%
134,109
-7,388
21
$4.2M 0.75%
75,402
+1,374
22
$3.8M 0.68%
35,424
+1,428
23
$3.76M 0.68%
33,575
+1,112
24
$3.66M 0.66%
108,364
-25,188
25
$3.52M 0.63%
31,135
+1,153
1
2 3 4 5