LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.25B
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
1
$19.7M 5.48%
95
2
$12.2M 3.4%
484,540
+20,792
3
$9.31M 2.6%
98,978
-884
4
$8.02M 2.23%
172,888
-7,518
5
$6.67M 1.86%
74,028
+193
6
$6.59M 1.84%
246,748
+708
7
$6.07M 1.69%
241,238
-84,195
8
$5.7M 1.59%
63,963
+50
9
$5.69M 1.59%
23,581
+1,374
10
$4.83M 1.35%
85,428
+295
11
$4.65M 1.3%
33,644
+3,234
12
$4.56M 1.27%
42,744
-123
13
$4.07M 1.14%
33,164
+576
14
$4.07M 1.13%
38,197
-3,156
15
$3.86M 1.08%
46,049
-616
16
$3.74M 1.04%
128,672
-462
17
$3.36M 0.94%
64,861
+629
18
$3.35M 0.93%
119,273
+3,549
19
$3.26M 0.91%
27,297
-25
20
$3.08M 0.86%
16,985
-309
21
$2.92M 0.81%
83,856
+494
22
$2.84M 0.79%
28,058
+941
23
$2.79M 0.78%
29,984
+337
24
$2.65M 0.74%
62,130
+515
25
$2.49M 0.7%
41,399
+2,231
1
2 3 4 5