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
151
$660K 0.16%
4,056
+368
152
$653K 0.15%
25,144
-2,344
153
$651K 0.15%
5,798
+118
154
$648K 0.15%
8,256
+65
155
$648K 0.15%
11,686
+644
156
$640K 0.15%
6,011
157
$638K 0.15%
25,508
+324
158
$635K 0.15%
8,601
-627
159
$633K 0.15%
6,041
-22,124
160
$631K 0.15%
9,673
+35
161
$631K 0.15%
21,336
-2,136
162
$626K 0.15%
22,583
-17,259
163
$623K 0.15%
17,273
-929
164
$621K 0.15%
3,950
-21
165
$620K 0.15%
5,995
+618
166
$615K 0.14%
3,108
+109
167
$610K 0.14%
12,763
+6,767
168
$607K 0.14%
154,333
+21,000
169
$605K 0.14%
18,867
-1,261
170
$605K 0.14%
94,584
+38,472
171
$596K 0.14%
62,658
+2,432
172
$595K 0.14%
8,842
+401
173
$591K 0.14%
115,015
-7,815
174
$590K 0.14%
12,623
+77
175
$587K 0.14%
5,928
+948
5 6
7
8 9