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
326
$268K 0.07%
5,010
+91
327
$263K 0.07%
6,438
-52
328
$263K 0.07%
+1,525
329
$261K 0.07%
2,843
330
$261K 0.07%
10,339
+468
331
$257K 0.07%
+2,353
332
$255K 0.07%
4,138
-12
333
$252K 0.07%
3,685
-134
334
$252K 0.07%
4,817
+117
335
$252K 0.07%
+6,753
336
$251K 0.07%
6,480
+198
337
$250K 0.07%
6,336
+21
338
$250K 0.07%
7,377
+146
339
$250K 0.07%
2,857
-82
340
$249K 0.07%
3,313
+100
341
$248K 0.07%
2,602
-66
342
$247K 0.07%
38,360
+2,240
343
$247K 0.07%
7,179
-209
344
$245K 0.07%
4,363
+325
345
$245K 0.07%
5,257
+605
346
$244K 0.07%
42,875
-3,569
347
$242K 0.07%
6,210
+175
348
$242K 0.07%
5,537
+103
349
$241K 0.07%
2,107
-839
350
$241K 0.07%
3,496
+418
12 13
14
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