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
$451M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.31M
3
+$1.08M
4
WDAY icon
Workday
WDAY
+$776K
5
LNKD
LinkedIn Corporation
LNKD
+$733K

Top Sells

1
+$1.53M
2
+$1.06M
3
+$587K
4
NJ
NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK
NJ
+$502K
5
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$345K

Sector Composition

1 Financials 17.32%
2 Healthcare 15.66%
3 Technology 15.58%
4 Communication Services 8.84%
5 Consumer Staples 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.8M 4.62%
96
2
$13.2M 2.93%
552,368
+23,408
3
$10M 2.22%
195,942
+6,131
4
$9.28M 2.06%
99,026
+924
5
$9.21M 2.04%
99,102
6
$7.48M 1.66%
256,536
7
$6.52M 1.45%
53,754
+1,359
8
$6.21M 1.38%
41,151
+876
9
$6.12M 1.36%
26,489
-167
10
$5.98M 1.33%
61,136
-173
11
$5.97M 1.32%
1,484,624
12
$5.14M 1.14%
93,531
+1,335
13
$5.12M 1.13%
35,353
+601
14
$4.59M 1.02%
40,185
+9,421
15
$4.56M 1.01%
136,508
+3,781
16
$4.24M 0.94%
147,598
-53,317
17
$4.19M 0.93%
49,440
+1,029
18
$4.12M 0.91%
115,160
+5,100
19
$3.95M 0.88%
120,945
+5,397
20
$3.79M 0.84%
107,740
+4,120
21
$3.61M 0.8%
269,511
-19,850
22
$3.61M 0.8%
43,268
+1,596
23
$3.52M 0.78%
47,857
-680
24
$3.39M 0.75%
32,035
+1,183
25
$3.39M 0.75%
71,678
-362
1
2 3 4 5