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
$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
1
$20.5M 4.83%
96
+1
2
$14.4M 3.4%
528,960
+12,568
3
$10.5M 2.47%
189,811
+10,880
4
$8.91M 2.1%
99,102
-31,746
5
$8.2M 1.93%
98,102
+3,849
6
$7.43M 1.75%
256,536
+5,836
7
$7.14M 1.68%
26,656
-210
8
$6.14M 1.45%
40,275
+1,747
9
$6.09M 1.44%
61,309
-921
10
$5.86M 1.38%
1,484,624
11
$5.72M 1.35%
200,915
+16,523
12
$5.67M 1.34%
52,395
+3,180
13
$4.93M 1.16%
34,752
+223
14
$4.65M 1.1%
92,196
+2,195
15
$3.98M 0.94%
48,411
-587
16
$3.95M 0.93%
103,620
+6,040
17
$3.83M 0.9%
41,672
+2,349
18
$3.73M 0.88%
132,727
+5,397
19
$3.51M 0.83%
30,764
+1,344
20
$3.48M 0.82%
72,040
-2,030
21
$3.42M 0.81%
115,548
-1,366
22
$3.27M 0.77%
110,060
-40
23
$3.16M 0.75%
30,852
-1,618
24
$3.15M 0.74%
67,847
-2,667
25
$3.1M 0.73%
48,537
+645
1
2 3 4 5