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
451
$148K 0.04%
25,184
-893
452
$138K 0.03%
+1,850
453
$134K 0.03%
4,807
+10
454
$132K 0.03%
15,549
+2,688
455
$126K 0.03%
+1,166
456
$125K 0.03%
14,004
+754
457
$123K 0.03%
2,173
-246
458
$117K 0.03%
+1,004
459
$112K 0.03%
+1,000
460
$111K 0.03%
+3,690
461
$111K 0.03%
+1,888
462
$109K 0.03%
+1,274
463
$106K 0.03%
+920
464
$106K 0.03%
13,021
+299
465
$104K 0.03%
+2,446
466
$101K 0.02%
+12,090
467
$100K 0.02%
27,716
+117
468
$88K 0.02%
+2,500
469
$85K 0.02%
1,150
-59
470
$81K 0.02%
+668
471
$78K 0.02%
+3,710
472
$68K 0.02%
+5,295
473
$68K 0.02%
10,806
-348
474
$66K 0.02%
+1,379
475
$65K 0.02%
12,517
-1,277
17 18
19
20 21