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
176
$585K 0.14%
18,250
-887
177
$580K 0.14%
20,808
+1,379
178
$580K 0.14%
5,067
-254
179
$578K 0.14%
30,741
-1,713
180
$576K 0.14%
6,946
-100
181
$575K 0.14%
8,492
+26
182
$573K 0.14%
48,025
+7,224
183
$570K 0.13%
6,490
+84
184
$567K 0.13%
2,428
-35
185
$560K 0.13%
7,319
+1,953
186
$559K 0.13%
10,449
-434
187
$558K 0.13%
8,897
-446
188
$558K 0.13%
39,070
-1,850
189
$554K 0.13%
2,940
-160
190
$552K 0.13%
8,811
+2,397
191
$552K 0.13%
4,964
+518
192
$549K 0.13%
28,234
+1,956
193
$548K 0.13%
7,550
-1,151
194
$548K 0.13%
17,924
+6,794
195
$544K 0.13%
6,737
-420
196
$544K 0.13%
9,892
-358
197
$540K 0.13%
1,585
+81
198
$539K 0.13%
17,066
-176
199
$535K 0.13%
10,339
+746
200
$527K 0.12%
3,838
+29
6 7
8
9 10