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
351
$235K 0.07%
31,986
-3,440
352
$233K 0.07%
4,475
-11
353
$233K 0.07%
1,450
+22
354
$232K 0.07%
8,445
-2,770
355
$232K 0.07%
16,684
-2,245
356
$231K 0.07%
2,892
+160
357
$230K 0.07%
16,186
-177
358
$229K 0.07%
+3,311
359
$229K 0.07%
2,109
-27
360
$226K 0.06%
4,473
+407
361
$226K 0.06%
20,354
-197
362
$224K 0.06%
3,391
363
$224K 0.06%
9,246
-1,259
364
$224K 0.06%
3,907
+84
365
$224K 0.06%
4,406
-140
366
$223K 0.06%
2,845
+1
367
$223K 0.06%
+4,791
368
$223K 0.06%
3,835
+150
369
$222K 0.06%
4,395
-182
370
$222K 0.06%
4,235
371
$222K 0.06%
4,462
-218
372
$221K 0.06%
46
373
$220K 0.06%
39,426
+7,454
374
$219K 0.06%
4,225
-125
375
$219K 0.06%
+1,757
13 14
15
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