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
276
$348K 0.08%
8,561
+462
277
$347K 0.08%
3,971
-129
278
$345K 0.08%
7,165
+170
279
$345K 0.08%
31,215
+2,375
280
$343K 0.08%
6,436
-1,812
281
$342K 0.08%
3,308
+652
282
$342K 0.08%
3,160
+30
283
$341K 0.08%
5,918
-698
284
$341K 0.08%
8,238
-711
285
$340K 0.08%
5,360
+436
286
$338K 0.08%
9,942
+456
287
$337K 0.08%
9,152
+2,024
288
$337K 0.08%
9,075
-127
289
$336K 0.08%
4,467
+2
290
$334K 0.08%
15,384
+2,060
291
$334K 0.08%
8,599
+269
292
$334K 0.08%
17,473
+1,214
293
$332K 0.08%
2,532
+121
294
$332K 0.08%
6,449
+492
295
$330K 0.08%
5,564
+68
296
$329K 0.08%
17,703
+3,242
297
$328K 0.08%
643
+106
298
$328K 0.08%
5,478
299
$324K 0.08%
5,044
+311
300
$323K 0.08%
3,471
+48
10 11
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