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
376
$218K 0.06%
+3,117
377
$218K 0.06%
+6,626
378
$218K 0.06%
7,284
+197
379
$218K 0.06%
9,006
-517
380
$215K 0.06%
4,422
381
$214K 0.06%
4,653
-229
382
$214K 0.06%
17,200
+1,275
383
$213K 0.06%
+3,922
384
$212K 0.06%
6,164
+127
385
$211K 0.06%
6,832
+227
386
$210K 0.06%
+8,741
387
$207K 0.06%
2,500
+79
388
$206K 0.06%
2,805
389
$206K 0.06%
5,348
-800
390
$206K 0.06%
4,556
-500
391
$204K 0.06%
5,532
+8
392
$203K 0.06%
+5,753
393
$203K 0.06%
+10,308
394
$202K 0.06%
+14,805
395
$202K 0.06%
4,139
396
$201K 0.06%
+20,355
397
$201K 0.06%
13,722
+587
398
$200K 0.06%
+3,698
399
$198K 0.06%
11,109
-1,628
400
$193K 0.06%
22,359
-8
14 15
16
17 18