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
476
$64K 0.02%
+1,170
477
$64K 0.02%
+838
478
$54K 0.01%
+870
479
$47K 0.01%
1,236
+106
480
$47K 0.01%
+636
481
$46K 0.01%
14,156
-11,189
482
$46K 0.01%
+650
483
$43K 0.01%
13,723
+3,251
484
$42K 0.01%
24,216
+2,696
485
$28K 0.01%
26,813
+13,146
486
$27K 0.01%
+640
487
$18K ﹤0.01%
10,743
-1,290
488
$14K ﹤0.01%
+526
489
$11K ﹤0.01%
+350
490
$11K ﹤0.01%
+415
491
$6K ﹤0.01%
+95
492
$5K ﹤0.01%
+102
493
$5K ﹤0.01%
+104
494
$4K ﹤0.01%
+78
495
$2K ﹤0.01%
+50
496
– –
-7,065
497
– –
-1,209
498
– –
-5,459
499
– –
-11,916
500
– –
-3,445
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