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
51
$1.55M 0.37%
25,962
52
$1.55M 0.36%
20,969
+3,160
53
$1.53M 0.36%
112,908
-16,622
54
$1.52M 0.36%
58,051
-1,290
55
$1.52M 0.36%
26,560
+861
56
$1.48M 0.35%
13,885
-2,374
57
$1.46M 0.34%
53,964
-212
58
$1.43M 0.34%
9,086
+147
59
$1.42M 0.33%
11,158
-1,331
60
$1.41M 0.33%
16,705
+13,930
61
$1.38M 0.33%
20,142
-599
62
$1.37M 0.32%
9,860
-351
63
$1.37M 0.32%
23,862
-147
64
$1.35M 0.32%
110,485
-25,468
65
$1.35M 0.32%
14,316
+169
66
$1.33M 0.31%
16,668
+1,664
67
$1.3M 0.31%
31,044
-3,601
68
$1.29M 0.3%
25,080
-22
69
$1.24M 0.29%
19,719
-709
70
$1.23M 0.29%
11,545
-424
71
$1.22M 0.29%
29,999
-108
72
$1.21M 0.29%
22,700
73
$1.21M 0.28%
+50,988
74
$1.2M 0.28%
23,392
+5,191
75
$1.18M 0.28%
14,301
+60
1 2
3
4 5