LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.25B
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
1
$19.5M 4.68%
95
2
$16.1M 3.86%
512,064
+13,092
3
$13.2M 3.18%
2,593,104
-1,266,336
4
$8.06M 1.94%
26,557
-159
5
$7.84M 1.89%
177,673
+10,754
6
$7.83M 1.88%
94,135
-2,236
7
$7.28M 1.75%
63,814
+1,123
8
$7.09M 1.7%
249,040
+736
9
$6.84M 1.64%
74,203
+177
10
$5.53M 1.33%
201,506
-2,372
11
$4.82M 1.16%
88,749
+1,895
12
$4.81M 1.16%
41,052
+1,692
13
$4.69M 1.13%
36,817
+1,144
14
$4.67M 1.12%
34,293
-235
15
$4.55M 1.09%
46,691
+2,220
16
$4.08M 0.98%
128,289
+4,596
17
$3.96M 0.95%
70,344
+1,333
18
$3.87M 0.93%
145,700
+4,092
19
$3.85M 0.92%
49,143
+842
20
$3.39M 0.82%
31,719
+2,066
21
$3.27M 0.79%
48,307
+2,554
22
$3.08M 0.74%
46,329
+942
23
$2.94M 0.71%
31,490
+499
24
$2.68M 0.65%
88,242
+2,375
25
$2.56M 0.62%
16,499
+1,206
1
2 3 4 5