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
101
$890K 0.21%
4,997
+211
102
$884K 0.21%
9,237
+227
103
$878K 0.21%
15,262
-1,847
104
$866K 0.21%
18,382
+382
105
$852K 0.2%
9,272
+198
106
$852K 0.2%
10,572
+381
107
$838K 0.2%
20,371
+79
108
$828K 0.2%
67,465
+2,545
109
$817K 0.2%
22,492
+3,905
110
$815K 0.2%
122,482
+10,791
111
$813K 0.2%
24,582
-74
112
$805K 0.19%
14,533
-2,102
113
$798K 0.19%
7,532
-738
114
$779K 0.19%
4,746
+60
115
$771K 0.19%
5,576
+10
116
$769K 0.18%
86,427
+10,395
117
$764K 0.18%
15,305
+1,364
118
$761K 0.18%
3,382
-90
119
$751K 0.18%
23,508
+2,303
120
$747K 0.18%
11,550
+154
121
$746K 0.18%
20,480
+1,862
122
$744K 0.18%
17,774
+595
123
$734K 0.18%
8,380
+55
124
$733K 0.18%
17,466
+714
125
$728K 0.18%
3,806
+316
3 4
5
6 7