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
76
$1.16M 0.27%
15,300
-382
77
$1.15M 0.27%
16,306
-54
78
$1.15M 0.27%
12,770
-1,521
79
$1.14M 0.27%
15,193
+1,338
80
$1.14M 0.27%
11,377
+373
81
$1.11M 0.26%
8,901
+328
82
$1.09M 0.26%
18,724
-310
83
$1.07M 0.25%
+23,603
84
$1.06M 0.25%
10,103
-698
85
$1.06M 0.25%
5,202
+41
86
$1.06M 0.25%
45,575
-5,766
87
$1.04M 0.25%
8,505
+2,872
88
$1.03M 0.24%
24,542
-1,476
89
$1.03M 0.24%
20,253
+1,118
90
$1.02M 0.24%
16,608
-2,488
91
$1.01M 0.24%
7,511
-114
92
$977K 0.23%
+4,434
93
$976K 0.23%
24,918
-952
94
$970K 0.23%
13,460
-1,069
95
$967K 0.23%
15,273
-881
96
$954K 0.22%
740
+89
97
$950K 0.22%
6,052
-948
98
$943K 0.22%
14,795
-1,515
99
$938K 0.22%
10,828
-882
100
$913K 0.22%
8,916
-392
2 3
4
5 6