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
51
$1.74M 0.42%
25,945
+1,499
52
$1.63M 0.39%
24,203
+2,192
53
$1.6M 0.39%
16,823
-100
54
$1.6M 0.39%
13,133
+257
55
$1.57M 0.38%
52,216
+1,552
56
$1.54M 0.37%
17,882
+1,640
57
$1.49M 0.36%
7,154
+313
58
$1.48M 0.36%
19,059
+196
59
$1.43M 0.34%
26,420
+1,114
60
$1.42M 0.34%
26,466
+806
61
$1.4M 0.34%
51,204
-4,282
62
$1.39M 0.34%
3,452
+123
63
$1.36M 0.33%
59,906
+1,771
64
$1.35M 0.32%
33,715
+10,334
65
$1.34M 0.32%
11,611
+273
66
$1.27M 0.31%
13,633
+672
67
$1.26M 0.3%
20,525
+1,879
68
$1.26M 0.3%
28,970
-228
69
$1.21M 0.29%
19,297
+261
70
$1.2M 0.29%
23,329
-479
71
$1.2M 0.29%
22,700
72
$1.18M 0.28%
24,043
+403
73
$1.17M 0.28%
14,308
+524
74
$1.16M 0.28%
8,612
-464
75
$1.16M 0.28%
15,621
-4,254
1 2
3
4 5