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
126
$758K 0.18%
6,492
+515
127
$752K 0.18%
2,888
-187
128
$746K 0.18%
20,258
+1,239
129
$728K 0.17%
10,642
+2,885
130
$728K 0.17%
18,859
+2,240
131
$728K 0.17%
5,144
+74
132
$724K 0.17%
10,446
+244
133
$722K 0.17%
6,936
+786
134
$718K 0.17%
28,274
-1,119
135
$718K 0.17%
6,164
-25
136
$713K 0.17%
3,220
-411
137
$713K 0.17%
7,580
+51
138
$699K 0.16%
3,823
+76
139
$695K 0.16%
43,384
+760
140
$694K 0.16%
12,595
+254
141
$692K 0.16%
17,790
+10,307
142
$689K 0.16%
11,778
+1,967
143
$675K 0.16%
9,196
+1,030
144
$674K 0.16%
7,187
-422
145
$671K 0.16%
6,557
-256
146
$669K 0.16%
23,752
-2,640
147
$669K 0.16%
17,141
+4,429
148
$668K 0.16%
6,224
+314
149
$665K 0.16%
15,430
-3,936
150
$662K 0.16%
8,154
+29
4 5
6
7 8