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
201
$526K 0.12%
11,109
+854
202
$522K 0.12%
16,597
+1,738
203
$519K 0.12%
22,482
-996
204
$518K 0.12%
3,888
+187
205
$513K 0.12%
111,816
-60,733
206
$512K 0.12%
37,952
-4,238
207
$512K 0.12%
13,077
-797
208
$508K 0.12%
49,710
-7,390
209
$502K 0.12%
29,272
-1,336
210
$501K 0.12%
2,470
+33
211
$498K 0.12%
13,953
+3,996
212
$498K 0.12%
6,050
213
$495K 0.12%
4,097
214
$493K 0.12%
11,194
-86
215
$489K 0.12%
4,389
+561
216
$488K 0.12%
11,042
-214
217
$488K 0.12%
116,847
+23,743
218
$486K 0.11%
13,480
+233
219
$478K 0.11%
4,851
+226
220
$478K 0.11%
+16,918
221
$477K 0.11%
4,306
-642
222
$474K 0.11%
59,523
-2,126
223
$467K 0.11%
8,104
+762
224
$465K 0.11%
7,666
-256
225
$462K 0.11%
18,174
-382
7 8
9
10 11