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
326
$255K 0.07%
5,040
+242
327
$254K 0.07%
7,625
+454
328
$254K 0.07%
3,524
+220
329
$254K 0.07%
4,987
-18
330
$253K 0.07%
4,763
-69
331
$253K 0.07%
7,136
-855
332
$253K 0.07%
+13,095
333
$252K 0.07%
3,500
334
$252K 0.07%
4,771
+98
335
$251K 0.07%
5,871
-487
336
$250K 0.07%
465
+9
337
$250K 0.07%
4,465
-46
338
$249K 0.07%
6,734
-273
339
$246K 0.07%
3,944
+594
340
$245K 0.07%
10,673
-353
341
$243K 0.07%
23,724
-2,308
342
$242K 0.07%
5,303
-2,261
343
$241K 0.07%
115,654
+23,442
344
$240K 0.07%
9,730
345
$239K 0.07%
10,104
-238
346
$239K 0.07%
3,714
+82
347
$238K 0.07%
4,982
-19
348
$238K 0.07%
+4,217
349
$236K 0.07%
532
350
$235K 0.07%
18,772
+4,826
12 13
14
15 16