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
401
$224K 0.05%
10,787
-50
402
$224K 0.05%
+8,070
403
$222K 0.05%
5,008
+120
404
$220K 0.05%
1,376
+48
405
$220K 0.05%
4,022
-37
406
$220K 0.05%
3,104
+47
407
$219K 0.05%
3,430
+53
408
$218K 0.05%
96,923
+3,536
409
$214K 0.05%
2,054
+25
410
$214K 0.05%
+3,815
411
$213K 0.05%
4,241
412
$213K 0.05%
2,052
+62
413
$213K 0.05%
4,423
-94
414
$212K 0.05%
4,585
+386
415
$210K 0.05%
8,475
+167
416
$209K 0.05%
6,495
-1,552
417
$207K 0.05%
+9,703
418
$204K 0.05%
3,054
-31
419
$203K 0.05%
44,870
-3,013
420
$203K 0.05%
+594
421
$203K 0.05%
2,939
-17
422
$201K 0.05%
+4,069
423
$201K 0.05%
+3,541
424
$201K 0.05%
3,035
+15
425
$201K 0.05%
98,319
-3,527
15 16
17
18 19