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
$349M
AUM Growth
-$1.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1
+$398K
2
+$326K
3
+$323K
4
SCHW icon
Charles Schwab
SCHW
+$317K
5
BPO
BROOKFIELD OFFICE PROPERTIES. INC
BPO
+$253K

Top Sells

1
+$205M
2
+$1.2M
3
+$701K
4
FNSR
Finisar Corp
FNSR
+$611K
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$482K

Sector Composition

1 Financials 19.11%
2 Technology 14.84%
3 Healthcare 14.25%
4 Energy 9.19%
5 Industrials 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$391K 0.11%
26,888
-1,523
227
$391K 0.11%
6,598
+48
228
$389K 0.11%
101,685
+22,005
229
$388K 0.11%
5,164
-42
230
$386K 0.11%
6,863
+135
231
$386K 0.11%
4,552
-124
232
$385K 0.11%
7,140
-265
233
$382K 0.11%
57,425
+7,761
234
$381K 0.11%
28,603
+736
235
$381K 0.11%
15,076
-93
236
$380K 0.11%
8,114
-117
237
$378K 0.11%
6,617
-22
238
$377K 0.11%
55,668
-20,000
239
$376K 0.11%
11,942
-256
240
$376K 0.11%
8,824
-890
241
$375K 0.11%
1,192
-62
242
$373K 0.11%
1,993
+42
243
$373K 0.11%
3,997
-36
244
$372K 0.11%
3,485
+607
245
$372K 0.11%
2,210
-64
246
$370K 0.11%
6,594
+118
247
$369K 0.11%
3,792
-59
248
$367K 0.11%
3,259
-654
249
$367K 0.11%
6,092
+66
250
$364K 0.1%
23,048
+2,166
8 9
10
11 12