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
176
$583K 0.14%
3,162
+475
177
$581K 0.14%
12,400
+738
178
$579K 0.14%
9,804
+432
179
$578K 0.14%
2,446
+101
180
$574K 0.14%
10,002
+321
181
$572K 0.14%
6,740
+688
182
$565K 0.14%
6,056
+282
183
$563K 0.14%
9,206
+973
184
$559K 0.13%
37,515
+520
185
$557K 0.13%
5,832
+215
186
$556K 0.13%
5,755
-408
187
$554K 0.13%
84,021
+816
188
$549K 0.13%
7,877
+575
189
$546K 0.13%
5,426
+90
190
$536K 0.13%
8,765
+647
191
$535K 0.13%
14,336
+4,172
192
$534K 0.13%
6,536
+135
193
$533K 0.13%
7,677
-102
194
$531K 0.13%
6,562
+524
195
$530K 0.13%
28,348
+668
196
$529K 0.13%
25,668
+624
197
$526K 0.13%
12,762
-1,591
198
$526K 0.13%
6,741
+395
199
$522K 0.13%
4,925
+490
200
$520K 0.13%
21,204
-408
6 7
8
9 10