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
326
$304K 0.07%
3,237
-110
327
$301K 0.07%
22,109
+264
328
$300K 0.07%
2,383
+147
329
$300K 0.07%
36,816
330
$297K 0.07%
3,590
-470
331
$297K 0.07%
5,722
-536
332
$296K 0.07%
5,804
-1,129
333
$296K 0.07%
+6,714
334
$294K 0.07%
5,787
-244
335
$294K 0.07%
+3,761
336
$294K 0.07%
32,505
+2,275
337
$292K 0.07%
+19,273
338
$292K 0.07%
25,540
-3,856
339
$291K 0.07%
4,915
-388
340
$290K 0.07%
10,296
-419
341
$287K 0.07%
4,391
-140
342
$285K 0.07%
6,427
-524
343
$284K 0.07%
2,843
-4,250
344
$284K 0.07%
6,472
+319
345
$280K 0.07%
778
-112
346
$280K 0.07%
4,604
-572
347
$278K 0.07%
4,004
+454
348
$278K 0.07%
+9,361
349
$276K 0.07%
17,772
-1,995
350
$276K 0.07%
22,448
-10,681
12 13
14
15 16