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
351
$233K 0.07%
4,475
-11
352
$233K 0.07%
1,450
+22
353
$232K 0.07%
8,445
-2,770
354
$232K 0.07%
16,684
-2,245
355
$231K 0.07%
2,892
+160
356
$230K 0.07%
16,186
-177
357
$229K 0.07%
+3,311
358
$229K 0.07%
2,109
-27
359
$226K 0.06%
4,473
+407
360
$226K 0.06%
20,354
-197
361
$224K 0.06%
3,391
362
$224K 0.06%
3,907
+84
363
$224K 0.06%
9,246
-1,259
364
$224K 0.06%
4,406
-140
365
$223K 0.06%
3,835
+150
366
$223K 0.06%
2,845
+1
367
$223K 0.06%
+4,791
368
$222K 0.06%
4,395
-182
369
$222K 0.06%
4,235
370
$222K 0.06%
4,462
-218
371
$221K 0.06%
46
372
$220K 0.06%
40,609
+7,677
373
$219K 0.06%
4,225
-125
374
$219K 0.06%
+1,757
375
$218K 0.06%
+3,117
13 14
15
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