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
26
$2.56M 0.61%
65,220
+147
27
$2.49M 0.6%
29,087
+2,013
28
$2.44M 0.59%
25,294
+803
29
$2.33M 0.56%
86,745
+5,980
30
$2.3M 0.55%
105,980
+1,000
31
$2.3M 0.55%
49,308
+1,793
32
$2.27M 0.55%
56,287
+1,394
33
$2.22M 0.53%
25,238
+802
34
$2.16M 0.52%
7,911
+715
35
$2.15M 0.52%
19,372
+358
36
$2.08M 0.5%
25,950
+900
37
$2.05M 0.49%
15,334
+292
38
$2.04M 0.49%
13,258
+1,303
39
$2.04M 0.49%
86,064
-3,285
40
$2M 0.48%
9,733
-818
41
$1.95M 0.47%
15,146
-16
42
$1.93M 0.46%
113,578
+3,902
43
$1.87M 0.45%
38,194
+209
44
$1.83M 0.44%
18,881
+267
45
$1.81M 0.43%
19,026
+437
46
$1.8M 0.43%
9,956
+277
47
$1.78M 0.43%
32,268
+2,070
48
$1.76M 0.42%
12,684
+618
49
$1.76M 0.42%
16,767
+965
50
$1.75M 0.42%
19,708
+313
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