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
451
$172K 0.04%
25,526
+11,887
452
$160K 0.04%
30,865
+5,716
453
$160K 0.04%
11,785
+833
454
$159K 0.04%
5,381
-700
455
$159K 0.04%
11,211
-3,803
456
$156K 0.04%
11,351
+2,177
457
$153K 0.04%
38,540
-4,308
458
$149K 0.04%
+10,846
459
$147K 0.03%
+14,074
460
$145K 0.03%
6,289
-3,421
461
$144K 0.03%
4,725
+1,507
462
$139K 0.03%
55,668
463
$133K 0.03%
+11,909
464
$129K 0.03%
14,340
+136
465
$121K 0.03%
17,609
-390
466
$120K 0.03%
13,943
+1,100
467
$116K 0.03%
+12,135
468
$114K 0.03%
20,755
-1,818
469
$110K 0.03%
18,616
-6,345
470
$104K 0.02%
10,403
+211
471
$104K 0.02%
13,000
472
$102K 0.02%
10,137
473
$101K 0.02%
1,203
-47
474
$92K 0.02%
21,705
+5,223
475
$84K 0.02%
28,416
-3,104
17 18
19
20 21