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
251
$414K 0.1%
15,393
-224
252
$412K 0.1%
12,135
-575
253
$411K 0.1%
51,900
+2,064
254
$411K 0.1%
6,654
+218
255
$410K 0.1%
3,574
+58
256
$405K 0.1%
54,339
-669
257
$399K 0.1%
6,366
+445
258
$394K 0.09%
6,626
+237
259
$391K 0.09%
3,132
-243
260
$390K 0.09%
5,780
-183
261
$388K 0.09%
10,694
+378
262
$388K 0.09%
5,094
+132
263
$383K 0.09%
40,472
-234
264
$372K 0.09%
3,659
-87
265
$371K 0.09%
2,662
+66
266
$367K 0.09%
6,360
+45
267
$366K 0.09%
8,502
+50
268
$363K 0.09%
38,317
+2,526
269
$362K 0.09%
6,272
-616
270
$357K 0.09%
1,964
+301
271
$356K 0.09%
7,588
-13
272
$353K 0.08%
8,761
-49
273
$352K 0.08%
2,850
+325
274
$351K 0.08%
7,113
+1,774
275
$351K 0.08%
6,500
9 10
11
12 13