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
26
$2.16M 0.6%
42,244
+136
27
$2.16M 0.6%
10,955
+192
28
$2.14M 0.6%
25,682
+367
29
$2.12M 0.59%
83,010
+822
30
$2.05M 0.57%
24,338
+1,005
31
$1.98M 0.55%
51,762
+686
32
$1.94M 0.54%
38,714
+1,632
33
$1.86M 0.52%
69,936
-157
34
$1.86M 0.52%
24,454
+1,752
35
$1.84M 0.51%
7,386
36
$1.82M 0.51%
106,562
+949
37
$1.79M 0.5%
22,710
+3,292
38
$1.73M 0.48%
14,566
-157
39
$1.69M 0.47%
36,849
+315
40
$1.68M 0.47%
15,503
+129
41
$1.67M 0.47%
19,125
+4
42
$1.61M 0.45%
13,728
+683
43
$1.6M 0.45%
16,864
-467
44
$1.59M 0.44%
98,860
-60
45
$1.58M 0.44%
9,522
+152
46
$1.57M 0.44%
17,154
+610
47
$1.56M 0.44%
15,382
-68
48
$1.53M 0.43%
10,919
+51
49
$1.41M 0.39%
17,390
+1
50
$1.39M 0.39%
18,638
-209
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