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
26
$3.09M 0.73%
31,533
+1,371
27
$3.07M 0.72%
289,361
-15,627
28
$2.96M 0.7%
50,057
-1,250
29
$2.94M 0.69%
30,775
-1,186
30
$2.71M 0.64%
66,361
+3,364
31
$2.7M 0.64%
83,499
-7,504
32
$2.66M 0.63%
49,100
+6,130
33
$2.59M 0.61%
19,423
-386
34
$2.51M 0.59%
40,068
+771
35
$2.35M 0.55%
18,711
-1,427
36
$2.3M 0.54%
16,537
-694
37
$2.3M 0.54%
30,090
+73
38
$2.29M 0.54%
61,420
+260
39
$2.28M 0.54%
19,791
+105
40
$2.19M 0.52%
10,639
-169
41
$2.1M 0.49%
68,706
+4,468
42
$1.98M 0.47%
13,702
-1,017
43
$1.95M 0.46%
7,419
-73
44
$1.94M 0.46%
84,780
+5,625
45
$1.92M 0.45%
18,537
+1,273
46
$1.86M 0.44%
12,401
-586
47
$1.75M 0.41%
26,908
+1,446
48
$1.73M 0.41%
13,448
-98
49
$1.67M 0.39%
27,128
-400
50
$1.65M 0.39%
34,075
+17,838
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