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
351
$275K 0.07%
4,197
+93
352
$274K 0.07%
18,238
-171
353
$274K 0.07%
14,719
+456
354
$272K 0.07%
6,611
-441
355
$272K 0.07%
8,933
356
$270K 0.06%
7,554
-72
357
$269K 0.06%
7,166
+178
358
$269K 0.06%
5,164
+57
359
$267K 0.06%
5,330
+571
360
$265K 0.06%
11,862
+1,619
361
$263K 0.06%
3,235
+61
362
$261K 0.06%
5,741
+811
363
$259K 0.06%
49,777
-1,238
364
$259K 0.06%
9,772
+736
365
$258K 0.06%
4,144
+868
366
$257K 0.06%
19,355
+1,700
367
$256K 0.06%
19,531
+1,948
368
$256K 0.06%
6,161
+185
369
$256K 0.06%
4,996
+4
370
$253K 0.06%
5,605
-10
371
$253K 0.06%
3,290
+284
372
$252K 0.06%
5,137
+747
373
$252K 0.06%
7,991
+1,497
374
$250K 0.06%
+1,761
375
$248K 0.06%
23,945
+153
13 14
15
16 17