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
376
$247K 0.06%
23,460
-136
377
$245K 0.06%
1,053
+23
378
$244K 0.06%
5,614
-83
379
$244K 0.06%
4,088
-590
380
$240K 0.06%
+13,410
381
$240K 0.06%
15,618
-738
382
$239K 0.06%
4,227
+103
383
$238K 0.06%
4,485
-354
384
$238K 0.06%
8,457
+23
385
$238K 0.06%
4,086
386
$236K 0.06%
2,244
+63
387
$234K 0.06%
2,622
+216
388
$233K 0.06%
2,909
+98
389
$233K 0.06%
4,543
+4
390
$232K 0.06%
5,650
+706
391
$232K 0.06%
2,683
+76
392
$232K 0.06%
22,184
-3,822
393
$231K 0.06%
3,338
+579
394
$231K 0.06%
51,686
-14
395
$229K 0.06%
2,708
396
$229K 0.06%
2,676
+62
397
$227K 0.05%
2,964
+14
398
$227K 0.05%
4,911
-548
399
$226K 0.05%
18,131
+46
400
$225K 0.05%
4,581
+213
14 15
16
17 18