LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
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
+$1.16M
2
+$1.11M
3
+$1.04M
4
TDG icon
TransDigm Group
TDG
+$968K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$798K

Top Sells

1
+$2.71M
2
+$2.19M
3
+$819K
4
HSBC icon
HSBC
HSBC
+$510K
5
PCP
PRECISION CASTPARTS CORP
PCP
+$438K

Sector Composition

1 Financials 18.16%
2 Technology 16.21%
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
501
– –
-8,427
502
– –
-3,744
503
– –
-37,892
504
– –
-6,751
505
– –
-1,887
506
– –
-10,911
507
– –
-4,201
508
– –
-6,173
509
– –
-2,150
510
– –
-1,228
17 18 19 20
21