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
401
$187K 0.05%
+12,144
402
$181K 0.05%
52,122
+26,235
403
$172K 0.05%
+10,050
404
$167K 0.05%
31,174
+1,521
405
$160K 0.05%
11,555
-4,845
406
$155K 0.04%
14,355
+2,206
407
$153K 0.04%
10,767
+277
408
$152K 0.04%
34,797
-2,230
409
$150K 0.04%
5,031
+44
410
$149K 0.04%
13,353
+1,489
411
$141K 0.04%
19,041
-3,413
412
$140K 0.04%
10,679
-6,735
413
$139K 0.04%
+12,020
414
$128K 0.04%
10,816
+333
415
$114K 0.03%
12,341
+135
416
$111K 0.03%
+11,318
417
$99K 0.03%
10,034
418
$90K 0.03%
11,475
-140
419
$90K 0.03%
1,051
+66
420
$86K 0.02%
28,082
+10,959
421
$82K 0.02%
21,059
+292
422
$80K 0.02%
10,606
423
$72K 0.02%
16,983
+1,478
424
$69K 0.02%
1,438
425
$66K 0.02%
+12,317
15 16
17
18 19