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
76
$1.25M 0.28%
11,255
-290
77
$1.23M 0.27%
9,316
+415
78
$1.22M 0.27%
50,940
-48
79
$1.22M 0.27%
22,700
80
$1.22M 0.27%
13,258
+488
81
$1.2M 0.27%
12,210
+833
82
$1.19M 0.26%
29,610
-389
83
$1.18M 0.26%
4,471
+37
84
$1.18M 0.26%
10,914
+811
85
$1.18M 0.26%
10,068
+208
86
$1.14M 0.25%
23,686
+83
87
$1.1M 0.24%
13,996
+536
88
$1.09M 0.24%
20,158
-95
89
$1.06M 0.23%
7,678
+167
90
$1.05M 0.23%
17,267
+659
91
$1.04M 0.23%
14,168
+2,945
92
$1.03M 0.23%
21,881
+1,981
93
$1.02M 0.23%
15,794
+521
94
$1.02M 0.23%
7,772
+156
95
$1.02M 0.23%
23,302
+2,371
96
$1.01M 0.22%
33,764
+5,490
97
$1M 0.22%
7,362
-1,143
98
$996K 0.22%
21,890
+856
99
$981K 0.22%
14,046
-255
100
$969K 0.21%
5,855
+39
2 3
4
5 6