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
401
$227K 0.05%
+9,662
402
$226K 0.05%
12,009
+635
403
$225K 0.05%
+5,688
404
$225K 0.05%
4,983
-1,598
405
$224K 0.05%
+4,494
406
$223K 0.05%
5,997
-1,694
407
$222K 0.05%
3,668
-660
408
$222K 0.05%
+1,366
409
$222K 0.05%
27,775
-15,167
410
$219K 0.05%
+1,972
411
$219K 0.05%
27,063
-2,551
412
$217K 0.05%
+3,446
413
$216K 0.05%
103,801
-13,562
414
$215K 0.05%
1,227
+63
415
$215K 0.05%
20,816
+6,507
416
$214K 0.05%
32,935
-3,782
417
$213K 0.05%
+6,301
418
$213K 0.05%
12,750
-734
419
$213K 0.05%
17,021
+4,986
420
$213K 0.05%
+7,210
421
$213K 0.05%
2,028
-163
422
$213K 0.05%
9,546
-676
423
$212K 0.05%
7,861
-343
424
$212K 0.05%
+5,514
425
$211K 0.05%
+3,159
15 16
17
18 19