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
376
$218K 0.06%
+6,626
377
$218K 0.06%
7,284
+197
378
$218K 0.06%
9,006
-517
379
$215K 0.06%
4,422
380
$214K 0.06%
4,653
-229
381
$214K 0.06%
17,200
+1,275
382
$213K 0.06%
+3,922
383
$212K 0.06%
6,164
+127
384
$211K 0.06%
6,832
+227
385
$210K 0.06%
+8,741
386
$207K 0.06%
2,500
+79
387
$206K 0.06%
2,805
388
$206K 0.06%
5,348
-800
389
$206K 0.06%
4,556
-500
390
$204K 0.06%
5,532
+8
391
$203K 0.06%
+5,753
392
$203K 0.06%
+10,308
393
$202K 0.06%
+14,805
394
$202K 0.06%
4,139
395
$201K 0.06%
13,722
+587
396
$201K 0.06%
+20,355
397
$200K 0.06%
+3,698
398
$198K 0.06%
11,109
-1,628
399
$193K 0.06%
22,359
-8
400
$187K 0.05%
+12,144
14 15
16
17 18