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
151
$653K 0.16%
11,764
-44
152
$653K 0.16%
9,831
+30
153
$651K 0.16%
114,655
+985
154
$643K 0.15%
6,011
155
$643K 0.15%
24,354
-1,335
156
$639K 0.15%
7,509
+786
157
$639K 0.15%
9,857
-39
158
$639K 0.15%
8,125
159
$637K 0.15%
11,430
+295
160
$637K 0.15%
133,333
+13,334
161
$633K 0.15%
4,885
+164
162
$631K 0.15%
58,856
-5,633
163
$630K 0.15%
3,893
+209
164
$628K 0.15%
19,106
+1,766
165
$626K 0.15%
41,704
+1,044
166
$626K 0.15%
17,666
+216
167
$624K 0.15%
3,358
+431
168
$623K 0.15%
8,864
+811
169
$623K 0.15%
28,614
-450
170
$618K 0.15%
5,483
+6
171
$613K 0.15%
29,355
+3,163
172
$607K 0.15%
3,566
+68
173
$606K 0.15%
55,644
-1,554
174
$603K 0.15%
7,757
-96
175
$588K 0.14%
11,349
+1,288
5 6
7
8 9