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
326
$298K 0.07%
25,749
+4,475
327
$297K 0.07%
8,960
-399
328
$296K 0.07%
2,448
-9
329
$295K 0.07%
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330
$294K 0.07%
5,729
+142
331
$292K 0.07%
15,400
-199
332
$290K 0.07%
1,451
-113
333
$289K 0.07%
16,137
+205
334
$288K 0.07%
6,759
+408
335
$287K 0.07%
3,512
-19
336
$286K 0.07%
22,573
+4,394
337
$286K 0.07%
4,236
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338
$285K 0.07%
5,541
+56
339
$282K 0.07%
3,783
+228
340
$281K 0.07%
2,843
341
$281K 0.07%
18,630
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342
$281K 0.07%
5,708
+415
343
$279K 0.07%
6,220
-275
344
$278K 0.07%
14,694
-36
345
$278K 0.07%
12,015
+4,967
346
$277K 0.07%
6,440
347
$277K 0.07%
3,000
+495
348
$276K 0.07%
14,360
+55
349
$276K 0.07%
26,212
+3,488
350
$275K 0.07%
4,640
+1
12 13
14
15 16