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
$359M
AUM Growth
+$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$524K
2
+$447K
3
+$404K
4
AGN
Allergan plc
AGN
+$332K
5
THI
TIM HORTONS INC COM, CANADA
THI
+$274K

Top Sells

1
+$2.12M
2
+$1.56M
3
+$584K
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$431K
5
MSFT icon
Microsoft
MSFT
+$349K

Sector Composition

1 Financials 19.51%
2 Healthcare 15.26%
3 Technology 15.19%
4 Energy 8.51%
5 Consumer Staples 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$362K 0.1%
4,832
252
$362K 0.1%
6,426
+84
253
$360K 0.1%
7,869
254
$358K 0.1%
6,219
-175
255
$358K 0.1%
17,879
+4,442
256
$356K 0.1%
5,227
+760
257
$354K 0.1%
4,360
+61
258
$353K 0.1%
55,668
259
$348K 0.1%
3,684
+70
260
$346K 0.1%
12,635
261
$346K 0.1%
4,093
+132
262
$346K 0.1%
20,681
+1,593
263
$346K 0.1%
2,422
+2
264
$345K 0.1%
5,302
+173
265
$343K 0.1%
1,900
266
$342K 0.1%
3,476
-22
267
$341K 0.1%
2,583
+132
268
$341K 0.1%
24,558
-390
269
$340K 0.09%
7,596
-526
270
$340K 0.09%
5,521
271
$339K 0.09%
26,970
+1,215
272
$337K 0.09%
9,638
273
$335K 0.09%
11,520
+938
274
$335K 0.09%
44,256
+1,640
275
$335K 0.09%
9,705
+1,448
9 10
11
12 13