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
376
$252K 0.06%
+7,362
377
$252K 0.06%
9,495
+320
378
$251K 0.06%
18,754
-2,736
379
$251K 0.06%
32,982
+8,313
380
$248K 0.06%
6,501
+386
381
$248K 0.06%
5,614
-1,090
382
$245K 0.06%
6,252
+290
383
$244K 0.06%
+5,699
384
$243K 0.06%
5,485
+584
385
$243K 0.06%
8,362
-1,940
386
$240K 0.06%
8,324
+482
387
$240K 0.06%
2,115
-714
388
$239K 0.06%
3,331
-150
389
$239K 0.06%
5,507
+9
390
$239K 0.06%
1,577
+142
391
$239K 0.06%
4,352
+69
392
$238K 0.06%
+6,117
393
$238K 0.06%
7,685
+442
394
$235K 0.06%
+1,797
395
$234K 0.06%
2,330
-140
396
$232K 0.05%
59,553
-24,475
397
$231K 0.05%
+5,870
398
$230K 0.05%
1,457
+9
399
$228K 0.05%
4,205
+69
400
$227K 0.05%
16,054
+654
14 15
16
17 18