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
301
$291K 0.08%
10,699
+2,060
302
$288K 0.08%
3,631
+29
303
$287K 0.08%
4,277
+276
304
$287K 0.08%
13,136
+588
305
$287K 0.08%
1,930
+8
306
$286K 0.08%
14,816
+238
307
$286K 0.08%
6,363
+24
308
$285K 0.08%
3,384
-10
309
$285K 0.08%
14,062
-82
310
$284K 0.08%
2,712
+226
311
$284K 0.08%
4,345
+119
312
$277K 0.08%
3,096
+383
313
$275K 0.08%
5,182
-216
314
$274K 0.08%
9,609
315
$272K 0.08%
34,155
+814
316
$272K 0.08%
10,186
+542
317
$269K 0.08%
30,640
+110
318
$268K 0.08%
4,086
-132
319
$267K 0.08%
8,583
-955
320
$267K 0.08%
2,690
321
$261K 0.07%
4,502
+345
322
$260K 0.07%
3,711
-62
323
$260K 0.07%
8,933
324
$259K 0.07%
103,077
+2,314
325
$257K 0.07%
5,778
-98
11 12
13
14 15