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
76
$1.13M 0.27%
12,152
+92
77
$1.11M 0.27%
16,980
+315
78
$1.1M 0.27%
15,825
+243
79
$1.1M 0.26%
32,623
+3,422
80
$1.09M 0.26%
13,084
+468
81
$1.09M 0.26%
13,537
+185
82
$1.08M 0.26%
11,149
+569
83
$1.07M 0.26%
148,087
+2,631
84
$1.06M 0.25%
41,713
+1,380
85
$1.04M 0.25%
21,109
-81
86
$1.03M 0.25%
16,962
-106
87
$1.03M 0.25%
24,798
+130
88
$997K 0.24%
20,136
+873
89
$993K 0.24%
16,073
+1,375
90
$983K 0.24%
14,680
-267
91
$974K 0.23%
17,992
+1,420
92
$971K 0.23%
39,245
-5,296
93
$970K 0.23%
10,011
+92
94
$967K 0.23%
8,013
+75
95
$951K 0.23%
10,814
+123
96
$944K 0.23%
16,563
-1,237
97
$929K 0.22%
9,000
+216
98
$917K 0.22%
10,496
-134
99
$910K 0.22%
27,843
+7
100
$900K 0.22%
7,756
+238
2 3
4
5 6