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
126
$728K 0.18%
6,092
+123
127
$727K 0.17%
9,436
+759
128
$724K 0.17%
6,794
-55
129
$723K 0.17%
77,025
+5,472
130
$720K 0.17%
18,543
+913
131
$718K 0.17%
3,800
+1,100
132
$715K 0.17%
11,162
+251
133
$714K 0.17%
13,717
-2,537
134
$713K 0.17%
7,518
+54
135
$712K 0.17%
5,584
+521
136
$706K 0.17%
4,078
-578
137
$701K 0.17%
609
+16
138
$697K 0.17%
2,887
-15
139
$694K 0.17%
21,397
+848
140
$689K 0.17%
21,642
+1,276
141
$680K 0.16%
7,145
-7
142
$679K 0.16%
20,873
-2,174
143
$678K 0.16%
49,728
+524
144
$678K 0.16%
10,727
+170
145
$672K 0.16%
8,655
+368
146
$671K 0.16%
32,968
+248
147
$667K 0.16%
15,692
+2,968
148
$666K 0.16%
4,499
+22
149
$661K 0.16%
43,081
+3,397
150
$654K 0.16%
39,474
+767
4 5
6
7 8