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
276
$334K 0.09%
3,807
+434
277
$333K 0.09%
9,839
-70
278
$332K 0.09%
6,506
+110
279
$331K 0.09%
2,517
+40
280
$330K 0.09%
4,462
+1
281
$327K 0.09%
6,206
-92
282
$325K 0.09%
8,276
+178
283
$324K 0.09%
4,395
+185
284
$322K 0.09%
3,553
-175
285
$320K 0.09%
4,141
+45
286
$320K 0.09%
14,027
+538
287
$317K 0.09%
14,848
+377
288
$311K 0.09%
7,647
+378
289
$311K 0.09%
8,245
+153
290
$309K 0.09%
5,463
+618
291
$309K 0.09%
12,864
+1,456
292
$308K 0.09%
16,385
+739
293
$308K 0.09%
19,568
+989
294
$307K 0.09%
5,937
-142
295
$307K 0.09%
8,074
-32
296
$304K 0.08%
5,498
-21
297
$304K 0.08%
9,773
+686
298
$303K 0.08%
33,985
+2,310
299
$299K 0.08%
15,460
+367
300
$299K 0.08%
18,419
-1,050
10 11
12
13 14