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
51
$1.72M 0.38%
27,728
+1,168
52
$1.59M 0.35%
119,830
+6,922
53
$1.53M 0.34%
58,382
+331
54
$1.52M 0.34%
26,648
+686
55
$1.52M 0.34%
15,175
+1,290
56
$1.51M 0.34%
19,975
-167
57
$1.51M 0.34%
24,148
+286
58
$1.51M 0.33%
22,215
+7,420
59
$1.5M 0.33%
+73,344
60
$1.48M 0.33%
9,397
+311
61
$1.46M 0.32%
16,706
+38
62
$1.42M 0.32%
10,944
-214
63
$1.41M 0.31%
16,925
+220
64
$1.4M 0.31%
25,445
-1,683
65
$1.4M 0.31%
52,196
-1,768
66
$1.39M 0.31%
25,596
+516
67
$1.36M 0.3%
15,718
+525
68
$1.31M 0.29%
+22,067
69
$1.28M 0.28%
30,237
-807
70
$1.27M 0.28%
16,074
+774
71
$1.26M 0.28%
17,265
+959
72
$1.26M 0.28%
23,601
+209
73
$1.26M 0.28%
19,538
-181
74
$1.26M 0.28%
14,282
-34
75
$1.25M 0.28%
19,294
+570
1 2
3
4 5