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
101
$912K 0.21%
16,871
-2,326
102
$908K 0.21%
7,616
+3,959
103
$902K 0.21%
11,218
-593
104
$898K 0.21%
16,517
+2,073
105
$889K 0.21%
72,784
+13,762
106
$889K 0.21%
19,900
-269
107
$884K 0.21%
34,350
+346
108
$861K 0.2%
5,816
-143
109
$859K 0.2%
12,278
-720
110
$849K 0.2%
16,872
+1,455
111
$843K 0.2%
20,931
+239
112
$843K 0.2%
21,034
-1,061
113
$835K 0.2%
24,732
+1,129
114
$828K 0.2%
3,988
-93
115
$823K 0.19%
9,733
-18
116
$821K 0.19%
30,806
-1,753
117
$816K 0.19%
7,567
-694
118
$816K 0.19%
2,959
-476
119
$814K 0.19%
11,223
+1,574
120
$808K 0.19%
28,817
-1,263
121
$795K 0.19%
9,550
+833
122
$789K 0.19%
19,647
+6,230
123
$776K 0.18%
5,588
-49
124
$773K 0.18%
7,529
-1,052
125
$769K 0.18%
12,138
+436
3 4
5
6 7