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
251
$363K 0.1%
2,433
+23
252
$363K 0.1%
10,390
-1,000
253
$362K 0.1%
2,444
-4
254
$360K 0.1%
9,422
-14
255
$360K 0.1%
11,783
+268
256
$358K 0.1%
3,702
+74
257
$356K 0.1%
10,204
+338
258
$356K 0.1%
2,976
+894
259
$355K 0.1%
7,685
+376
260
$354K 0.1%
8,372
+386
261
$351K 0.1%
8,656
-170
262
$350K 0.1%
5,331
-95
263
$350K 0.1%
6,471
-149
264
$348K 0.1%
6,429
-106
265
$347K 0.1%
7,627
+1,548
266
$347K 0.1%
4,292
-188
267
$345K 0.1%
5,929
-60
268
$345K 0.1%
10,409
-1,358
269
$344K 0.1%
2,789
-118
270
$344K 0.1%
8,036
271
$342K 0.1%
9,638
272
$342K 0.1%
4,572
+92
273
$341K 0.1%
3,097
+48
274
$341K 0.1%
5,251
-75
275
$334K 0.1%
53,411
+1,963
9 10
11
12 13