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
251
$416K 0.1%
7,070
+219
252
$415K 0.1%
10,047
+59
253
$411K 0.1%
+22,447
254
$409K 0.1%
19,548
+591
255
$404K 0.1%
9,337
-117
256
$402K 0.09%
6,263
-391
257
$398K 0.09%
4,826
+295
258
$398K 0.09%
7,319
-255
259
$395K 0.09%
496
+51
260
$395K 0.09%
4,617
+1,006
261
$394K 0.09%
4,100
+147
262
$392K 0.09%
11,153
-769
263
$391K 0.09%
4,524
-513
264
$391K 0.09%
11,784
+125
265
$390K 0.09%
11,222
-225
266
$390K 0.09%
2,267
+214
267
$385K 0.09%
64,192
-28,505
268
$383K 0.09%
24,828
-2,648
269
$382K 0.09%
24,780
+10,190
270
$380K 0.09%
7,035
-149
271
$378K 0.09%
28,927
-4,976
272
$378K 0.09%
3,534
-177
273
$375K 0.09%
+7,476
274
$371K 0.09%
9,928
+2,774
275
$370K 0.09%
13,529
-7,346
9 10
11
12 13