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
301
$323K 0.08%
16,362
-763
302
$322K 0.08%
4,396
+138
303
$322K 0.08%
16,258
+1,760
304
$320K 0.08%
6,464
-364
305
$319K 0.08%
11,460
+205
306
$317K 0.08%
2,286
+8
307
$316K 0.08%
3,778
-160
308
$316K 0.08%
55,668
309
$315K 0.08%
3,880
+360
310
$315K 0.08%
4,492
+118
311
$312K 0.08%
+8,419
312
$312K 0.08%
7,745
+261
313
$310K 0.07%
9,499
-474
314
$309K 0.07%
9,640
+310
315
$309K 0.07%
4,148
+13
316
$309K 0.07%
7,240
-208
317
$306K 0.07%
9,188
-3,251
318
$306K 0.07%
11,098
+271
319
$306K 0.07%
8,855
+76
320
$305K 0.07%
8,411
+178
321
$304K 0.07%
9,830
-1,698
322
$303K 0.07%
36,816
323
$303K 0.07%
4,471
+339
324
$301K 0.07%
451
+6
325
$300K 0.07%
16,760
-17,000
11 12
13
14 15