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
101
$815K 0.23%
7,351
+528
102
$811K 0.23%
8,962
-1,535
103
$796K 0.22%
8,640
-212
104
$794K 0.22%
49,316
-253
105
$788K 0.22%
15,435
+40
106
$786K 0.22%
13,894
+876
107
$785K 0.22%
9,655
+978
108
$780K 0.22%
68,371
-2,651
109
$772K 0.22%
23,888
+40
110
$752K 0.21%
13,927
+580
111
$745K 0.21%
8,826
+43
112
$741K 0.21%
5,745
+72
113
$740K 0.21%
25,014
+240
114
$736K 0.21%
10,460
+924
115
$729K 0.2%
129,977
+6,299
116
$728K 0.2%
7,349
+14
117
$726K 0.2%
6,292
-505
118
$721K 0.2%
4,387
+122
119
$721K 0.2%
21,041
+126
120
$719K 0.2%
11,087
+377
121
$714K 0.2%
20,817
+1,648
122
$705K 0.2%
13,310
+39
123
$703K 0.2%
6,248
-227
124
$701K 0.2%
19,634
-200
125
$700K 0.2%
4,676
+14
3 4
5
6 7