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
$451M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.31M
3
+$1.08M
4
WDAY icon
Workday
WDAY
+$776K
5
LNKD
LinkedIn Corporation
LNKD
+$733K

Top Sells

1
+$1.53M
2
+$1.06M
3
+$587K
4
NJ
NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK
NJ
+$502K
5
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$345K

Sector Composition

1 Financials 17.32%
2 Healthcare 15.66%
3 Technology 15.58%
4 Communication Services 8.84%
5 Consumer Staples 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.35M 0.74%
31,946
+1,171
27
$3.22M 0.71%
51,865
+1,808
28
$3.15M 0.7%
69,507
+1,660
29
$3.05M 0.68%
29,992
-1,541
30
$2.86M 0.63%
87,326
+3,827
31
$2.75M 0.61%
49,211
+111
32
$2.7M 0.6%
39,164
-904
33
$2.67M 0.59%
65,264
-1,097
34
$2.58M 0.57%
34,827
+7,919
35
$2.57M 0.57%
20,160
+737
36
$2.44M 0.54%
16,642
+105
37
$2.31M 0.51%
15,886
+2,184
38
$2.3M 0.51%
70,610
+1,904
39
$2.28M 0.51%
10,891
+252
40
$2.27M 0.5%
30,559
+469
41
$2.25M 0.5%
19,848
+57
42
$2.23M 0.49%
18,529
-182
43
$2.19M 0.49%
63,420
+2,000
44
$2.12M 0.47%
87,090
+2,310
45
$2.1M 0.47%
38,023
+3,948
46
$2.08M 0.46%
21,721
+3,184
47
$2.01M 0.45%
7,398
-21
48
$1.94M 0.43%
13,765
+317
49
$1.93M 0.43%
12,706
+305
50
$1.84M 0.41%
23,244
+2,275
1
2
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