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
51
$1.37M 0.38%
31,191
+2,733
52
$1.34M 0.37%
10,494
-419
53
$1.33M 0.37%
20,594
-177
54
$1.32M 0.37%
17,320
+216
55
$1.29M 0.36%
54,118
-230
56
$1.26M 0.35%
17,865
-129
57
$1.23M 0.34%
45,608
+1,612
58
$1.22M 0.34%
23,579
+686
59
$1.22M 0.34%
21,100
+1,478
60
$1.19M 0.33%
42,447
-905
61
$1.19M 0.33%
22,228
+1,220
62
$1.18M 0.33%
20,937
+1,268
63
$1.18M 0.33%
14,783
+883
64
$1.15M 0.32%
27,578
+1,235
65
$1.12M 0.31%
25,168
+150
66
$1.11M 0.31%
55,156
+2,883
67
$1.1M 0.31%
16,168
-514
68
$1.1M 0.31%
8,753
+299
69
$1.08M 0.3%
21,770
-887
70
$1.08M 0.3%
30,159
-1,300
71
$1.08M 0.3%
125,130
+7,407
72
$1.08M 0.3%
22,606
+146
73
$1.06M 0.3%
11,217
+241
74
$1.02M 0.29%
15,717
-142
75
$1.02M 0.29%
19,500
1 2
3
4 5