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
426
$69K 0.02%
22,924
+3,314
427
$57K 0.02%
14,505
+276
428
$53K 0.01%
10,371
-693
429
$52K 0.01%
19,298
+2,026
430
$33K 0.01%
15,049
-4,446
431
$26K 0.01%
799
-198
432
– –
-10,303
433
– –
-3,362
434
– –
-3,952
435
– –
-4,268
436
– –
-4,130
437
– –
-3,127
438
– –
-2,892
439
– –
-3,426
440
– –
-5,894
441
– –
-4,269
442
– –
-2,330
443
– –
-13,752
444
– –
-11,240
445
– –
-4,507
446
– –
-11,697
447
– –
-14,265
448
– –
-5,838
449
– –
-11,840
450
– –
-10,288
15 16 17
18
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