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
276
$365K 0.09%
4,739
+600
277
$364K 0.09%
20,897
-335
278
$363K 0.09%
3,769
-138
279
$363K 0.09%
3,936
+1,051
280
$361K 0.09%
5,065
+254
281
$361K 0.09%
153,157
+15,552
282
$358K 0.08%
7,595
+1,085
283
$355K 0.08%
4,690
+1,165
284
$351K 0.08%
6,744
+744
285
$350K 0.08%
11,611
+3,480
286
$350K 0.08%
19,185
-1,380
287
$350K 0.08%
3,208
+241
288
$348K 0.08%
+12,689
289
$348K 0.08%
5,829
+155
290
$347K 0.08%
16,361
-1,663
291
$347K 0.08%
4,241
+293
292
$346K 0.08%
8,428
+1,166
293
$345K 0.08%
8,550
+821
294
$344K 0.08%
20,194
+7,063
295
$343K 0.08%
+7,800
296
$340K 0.08%
4,429
-737
297
$339K 0.08%
15,971
-468
298
$338K 0.08%
9,275
+2,733
299
$335K 0.08%
5,409
-506
300
$334K 0.08%
3,454
-190
10 11
12
13 14