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
$424M
AUM Growth
+$7.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.17M
3
+$1.07M
4
TDG icon
TransDigm Group
TDG
+$977K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$864K

Top Sells

1
+$2.85M
2
+$2.32M
3
+$819K
4
HSBC icon
HSBC
HSBC
+$478K
5
PCP
PRECISION CASTPARTS CORP
PCP
+$438K

Sector Composition

1 Financials 18.16%
2 Technology 16.24%
3 Healthcare 15.03%
4 Communication Services 8.69%
5 Consumer Staples 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$460K 0.11%
78,725
-5,065
227
$459K 0.11%
10,260
-708
228
$457K 0.11%
11,199
+298
229
$456K 0.11%
7,814
+96
230
$455K 0.11%
4,356
+33
231
$453K 0.11%
4,065
-93
232
$450K 0.11%
16,323
+2,743
233
$450K 0.11%
3,198
+607
234
$449K 0.11%
29,295
+8,970
235
$448K 0.11%
52,236
-5,322
236
$448K 0.11%
5,961
-471
237
$448K 0.11%
43,398
+849
238
$444K 0.1%
+4,034
239
$441K 0.1%
5,512
+142
240
$441K 0.1%
11,213
+441
241
$440K 0.1%
11,957
-424
242
$438K 0.1%
7,011
+194
243
$436K 0.1%
7,526
-3,338
244
$435K 0.1%
13,051
-468
245
$431K 0.1%
5,964
+229
246
$431K 0.1%
18,944
+462
247
$429K 0.1%
3,266
-132
248
$428K 0.1%
11,198
+739
249
$426K 0.1%
17,862
+1,287
250
$422K 0.1%
11,994
-4,343
8 9
10
11 12