LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
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
+$396K
2
+$340K
3
+$320K
4
SCHW icon
Charles Schwab
SCHW
+$303K
5
BPO
BROOKFIELD OFFICE PROPERTIES. INC
BPO
+$249K

Top Sells

1
+$192M
2
+$1.26M
3
+$734K
4
FNSR
Finisar Corp
FNSR
+$552K
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$482K

Sector Composition

1 Financials 18.88%
2 Technology 14.8%
3 Healthcare 14.25%
4 Energy 9.19%
5 Industrials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$288K 0.08%
3,631
+29
302
$287K 0.08%
4,277
+276
303
$287K 0.08%
1,930
+8
304
$287K 0.08%
13,136
+588
305
$286K 0.08%
14,816
+238
306
$286K 0.08%
6,363
+24
307
$285K 0.08%
3,384
-10
308
$285K 0.08%
14,062
-82
309
$284K 0.08%
2,712
+226
310
$284K 0.08%
4,345
+119
311
$277K 0.08%
3,096
+383
312
$275K 0.08%
5,182
-216
313
$274K 0.08%
9,609
314
$272K 0.08%
34,155
+814
315
$272K 0.08%
10,186
+542
316
$269K 0.08%
30,640
+110
317
$268K 0.08%
4,086
-132
318
$267K 0.08%
8,583
-955
319
$267K 0.08%
2,690
320
$261K 0.07%
4,502
+345
321
$260K 0.07%
3,711
-62
322
$260K 0.07%
8,933
323
$259K 0.07%
103,077
+2,314
324
$257K 0.07%
5,778
-98
325
$255K 0.07%
5,040
+242
11 12
13
14 15