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
$416M
AUM Growth
+$5.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$475K
2
+$413K
3
+$411K
4
SSL icon
Sasol
SSL
+$312K
5
CEO
CNOOC Limited
CEO
+$250K

Top Sells

1
+$6.47M
2
+$652K
3
+$453K
4
MDT icon
Medtronic
MDT
+$315K
5
FNSR
Finisar Corp
FNSR
+$304K

Sector Composition

1 Financials 18.8%
2 Technology 17.38%
3 Healthcare 15.89%
4 Communication Services 7.2%
5 Consumer Staples 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$460K 0.11%
5,253
+407
227
$456K 0.11%
8,178
-38
228
$456K 0.11%
83,971
229
$453K 0.11%
29,912
+2,180
230
$452K 0.11%
14,516
+1,048
231
$452K 0.11%
5,721
+85
232
$448K 0.11%
10,408
+574
233
$448K 0.11%
16,222
+1,999
234
$446K 0.11%
10,905
-622
235
$445K 0.11%
10,690
+662
236
$441K 0.11%
12,409
+1,130
237
$438K 0.11%
4,024
238
$437K 0.11%
4,385
+36
239
$437K 0.11%
24,399
+168
240
$428K 0.1%
3,787
+57
241
$428K 0.1%
3,678
+296
242
$425K 0.1%
45,290
+5,320
243
$423K 0.1%
6,318
+7
244
$423K 0.1%
2,671
+16
245
$423K 0.1%
10,087
-708
246
$423K 0.1%
6,542
+316
247
$423K 0.1%
10,756
-581
248
$420K 0.1%
2,462
+11
249
$417K 0.1%
7,958
+518
250
$416K 0.1%
3,876
8 9
10
11 12