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
276
$333K 0.1%
23,877
-242
277
$333K 0.1%
8,163
-315
278
$333K 0.1%
3,605
-33
279
$331K 0.09%
8,010
+108
280
$327K 0.09%
8,853
-2
281
$326K 0.09%
+1,900
282
$326K 0.09%
6,026
-117
283
$325K 0.09%
3,886
-87
284
$325K 0.09%
8,172
-59
285
$323K 0.09%
15,831
-25
286
$320K 0.09%
17,270
+360
287
$320K 0.09%
15,345
+320
288
$314K 0.09%
8,683
+1,697
289
$310K 0.09%
45,776
+2,544
290
$310K 0.09%
6,803
+722
291
$309K 0.09%
25,044
+600
292
$308K 0.09%
6,358
-152
293
$307K 0.09%
7,246
+23
294
$306K 0.09%
4,018
+575
295
$304K 0.09%
10,120
+5
296
$303K 0.09%
8,460
+134
297
$300K 0.09%
6,902
+311
298
$297K 0.09%
6,814
-400
299
$297K 0.09%
7,380
-71
300
$293K 0.08%
2,554
+65
10 11
12
13 14