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
$451M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.31M
3
+$1.08M
4
WDAY icon
Workday
WDAY
+$776K
5
LNKD
LinkedIn Corporation
LNKD
+$733K

Top Sells

1
+$1.53M
2
+$1.06M
3
+$587K
4
NJ
NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK
NJ
+$502K
5
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$345K

Sector Composition

1 Financials 17.32%
2 Healthcare 15.66%
3 Technology 15.58%
4 Communication Services 8.84%
5 Consumer Staples 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$258K 0.06%
34,970
-2,254
402
$256K 0.06%
6,294
+606
403
$256K 0.06%
5,728
+214
404
$255K 0.06%
8,567
-794
405
$253K 0.06%
9,556
-106
406
$252K 0.06%
+1,529
407
$252K 0.06%
6,684
+183
408
$251K 0.06%
4,921
-1,342
409
$250K 0.06%
+2,297
410
$249K 0.06%
22,496
+56
411
$249K 0.06%
6,221
+104
412
$248K 0.06%
4,642
+148
413
$242K 0.05%
+21,687
414
$240K 0.05%
5,680
+154
415
$239K 0.05%
+3,156
416
$237K 0.05%
9,215
-280
417
$237K 0.05%
4,932
-51
418
$234K 0.05%
1,984
+12
419
$233K 0.05%
39,371
+8,506
420
$233K 0.05%
7,437
-887
421
$231K 0.05%
2,740
-850
422
$231K 0.05%
6,336
-487
423
$231K 0.05%
16,865
+811
424
$230K 0.05%
2,066
+38
425
$229K 0.05%
5,182
+348
15 16
17
18 19