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
426
$211K 0.05%
2,776
-5
427
$210K 0.05%
19,040
+938
428
$210K 0.05%
3,215
-69
429
$209K 0.05%
+2,444
430
$209K 0.05%
+233,800
431
$208K 0.05%
2,627
-71
432
$208K 0.05%
4,700
433
$207K 0.05%
+3,006
434
$207K 0.05%
2,918
+111
435
$207K 0.05%
7,467
-6,237
436
$206K 0.05%
+6,446
437
$206K 0.05%
+3,076
438
$206K 0.05%
4,704
-809
439
$205K 0.05%
+2,807
440
$203K 0.05%
+614
441
$202K 0.05%
+10,782
442
$202K 0.05%
+5,526
443
$202K 0.05%
2,188
-280
444
$202K 0.05%
+6,771
445
$201K 0.05%
5,253
-306
446
$200K 0.05%
5,024
-313
447
$192K 0.05%
14,726
-3,966
448
$192K 0.05%
11,540
-427
449
$192K 0.05%
24,500
-391
450
$175K 0.04%
29,553
-10,436
16 17
18
19 20