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
301
$332K 0.08%
94,672
+17,499
302
$332K 0.08%
6,823
-1,478
303
$327K 0.08%
3,930
-1,517
304
$325K 0.08%
2,558
+50
305
$324K 0.08%
3,745
+195
306
$323K 0.08%
9,714
+936
307
$322K 0.08%
37,224
-8,821
308
$320K 0.08%
4,832
-23
309
$319K 0.08%
80,865
-2,691
310
$318K 0.07%
4,796
+63
311
$318K 0.07%
71,523
-4,864
312
$318K 0.07%
5,127
+764
313
$315K 0.07%
7,800
+2,020
314
$314K 0.07%
2,381
-68
315
$314K 0.07%
6,755
+673
316
$312K 0.07%
31,147
+6,572
317
$311K 0.07%
3,931
-1,197
318
$310K 0.07%
7,125
+86
319
$309K 0.07%
5,685
-808
320
$308K 0.07%
6,673
-18
321
$308K 0.07%
10,343
-1,322
322
$306K 0.07%
16,760
323
$306K 0.07%
24,893
-2,953
324
$306K 0.07%
22,049
+6,763
325
$305K 0.07%
+12,167
11 12
13
14 15