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
351
$275K 0.06%
22,440
+32
352
$275K 0.06%
8,131
-467
353
$274K 0.06%
8,905
+475
354
$274K 0.06%
8,588
-70
355
$273K 0.06%
5,691
+182
356
$273K 0.06%
5,168
+257
357
$272K 0.06%
3,631
-29
358
$271K 0.06%
2,871
+85
359
$270K 0.06%
3,447
-15
360
$270K 0.06%
+10,571
361
$270K 0.06%
91,982
-37,895
362
$269K 0.06%
7,397
+828
363
$269K 0.06%
1,363
-684
364
$267K 0.06%
4,522
-562
365
$267K 0.06%
2,278
+145
366
$264K 0.06%
766
+64
367
$262K 0.06%
5,367
-2,973
368
$259K 0.06%
3,485
+104
369
$257K 0.06%
8,050
+844
370
$256K 0.06%
+7,901
371
$256K 0.06%
4,193
+113
372
$256K 0.06%
3,351
-99
373
$256K 0.06%
3,218
-306
374
$255K 0.06%
4,834
-348
375
$253K 0.06%
8,055
-1,096
13 14
15
16 17