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
76
$1.02M 0.28%
11,813
+108
77
$1.01M 0.28%
12,426
+2,275
78
$1.01M 0.28%
16,198
+562
79
$1M 0.28%
26,634
+1,536
80
$1M 0.28%
5,450
-182
81
$997K 0.28%
13,674
+229
82
$952K 0.27%
22,884
+1,010
83
$951K 0.27%
14,318
-352
84
$948K 0.26%
9,643
-9
85
$929K 0.26%
10,740
+29
86
$925K 0.26%
5,194
+341
87
$921K 0.26%
2,786
-11
88
$896K 0.25%
11,911
+96
89
$887K 0.25%
8,390
+217
90
$877K 0.24%
14,155
+15
91
$876K 0.24%
9,863
+231
92
$869K 0.24%
11,297
-216
93
$861K 0.24%
14,528
-2,211
94
$858K 0.24%
36,008
-632
95
$849K 0.24%
11,474
+649
96
$844K 0.24%
19,559
+1,342
97
$825K 0.23%
8,001
-93
98
$825K 0.23%
28,078
+431
99
$825K 0.23%
13,160
+588
100
$822K 0.23%
14,304
-774
2 3
4
5 6