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
201
$518K 0.12%
8,056
+439
202
$515K 0.12%
76,168
+6,401
203
$508K 0.12%
4,097
+515
204
$507K 0.12%
13,349
+1,195
205
$507K 0.12%
9,808
+170
206
$504K 0.12%
4,737
+60
207
$504K 0.12%
6,050
208
$495K 0.12%
10,089
+96
209
$494K 0.12%
30,420
-148
210
$492K 0.12%
6,966
+971
211
$492K 0.12%
13,287
+1,369
212
$491K 0.12%
3,880
+132
213
$490K 0.12%
10,093
-3,285
214
$489K 0.12%
15,083
+214
215
$483K 0.12%
7,164
+461
216
$483K 0.12%
111,318
+10,425
217
$481K 0.12%
4,957
+2
218
$472K 0.11%
3,329
+115
219
$472K 0.11%
4,929
-47
220
$468K 0.11%
3,757
+293
221
$467K 0.11%
51,613
+14,685
222
$466K 0.11%
1,347
-19
223
$464K 0.11%
2,086
+37
224
$463K 0.11%
12,805
+516
225
$461K 0.11%
4,587
+64
7 8
9
10 11