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
426
$200K 0.05%
13,768
-384
427
$200K 0.05%
3,211
428
$200K 0.05%
3,477
-89
429
$200K 0.05%
+4,035
430
$200K 0.05%
24,789
+680
431
$198K 0.05%
28,911
-6,004
432
$191K 0.05%
31,358
+1,073
433
$190K 0.05%
12,196
+2,145
434
$188K 0.05%
+10,640
435
$187K 0.05%
+11,705
436
$182K 0.04%
42,211
+3,418
437
$182K 0.04%
+11,312
438
$177K 0.04%
6,609
-369
439
$176K 0.04%
+1,652
440
$169K 0.04%
+1,351
441
$168K 0.04%
12,708
+2,436
442
$167K 0.04%
14,024
+304
443
$167K 0.04%
15,489
-1,512
444
$166K 0.04%
12,526
-5,859
445
$163K 0.04%
+1,279
446
$162K 0.04%
+1,205
447
$161K 0.04%
+7,513
448
$160K 0.04%
+1,769
449
$151K 0.04%
532
450
$148K 0.04%
6,636
+461
16 17
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