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
$451M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.31M
3
+$1.08M
4
WDAY icon
Workday
WDAY
+$776K
5
LNKD
LinkedIn Corporation
LNKD
+$733K

Top Sells

1
+$1.53M
2
+$1.06M
3
+$587K
4
NJ
NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK
NJ
+$502K
5
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$345K

Sector Composition

1 Financials 17.32%
2 Healthcare 15.66%
3 Technology 15.58%
4 Communication Services 8.84%
5 Consumer Staples 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$713K 0.16%
7,440
+253
152
$710K 0.16%
19,435
+576
153
$706K 0.16%
19,289
+1,365
154
$704K 0.16%
2,911
+23
155
$702K 0.16%
21,540
+204
156
$702K 0.16%
12,892
+297
157
$701K 0.16%
6,238
+1,171
158
$700K 0.16%
5,643
+1,546
159
$696K 0.15%
27,312
+4,830
160
$694K 0.15%
3,860
+37
161
$692K 0.15%
10,903
+457
162
$691K 0.15%
6,684
+194
163
$689K 0.15%
3,100
-8
164
$682K 0.15%
5,835
-160
165
$679K 0.15%
8,154
166
$673K 0.15%
8,065
+515
167
$673K 0.15%
14,854
+901
168
$662K 0.15%
4,357
+301
169
$660K 0.15%
25,120
-24
170
$656K 0.15%
+2,871
171
$654K 0.15%
8,962
-234
172
$651K 0.14%
12,068
+290
173
$646K 0.14%
+6,029
174
$644K 0.14%
6,011
175
$643K 0.14%
32,453
+4,219
5 6
7
8 9