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
401
$181K 0.05%
52,122
+26,235
402
$172K 0.05%
+10,050
403
$167K 0.05%
31,174
+1,521
404
$160K 0.05%
11,555
-4,845
405
$155K 0.04%
14,355
+2,206
406
$153K 0.04%
10,767
+277
407
$152K 0.04%
34,797
-2,230
408
$150K 0.04%
5,031
+44
409
$149K 0.04%
13,353
+1,489
410
$141K 0.04%
19,041
-3,413
411
$140K 0.04%
10,679
-6,735
412
$139K 0.04%
+12,020
413
$128K 0.04%
10,816
+333
414
$114K 0.03%
12,341
+135
415
$111K 0.03%
+11,318
416
$99K 0.03%
10,034
417
$90K 0.03%
11,475
-140
418
$90K 0.03%
1,051
+66
419
$86K 0.02%
28,082
+10,959
420
$82K 0.02%
21,059
+292
421
$80K 0.02%
10,606
422
$72K 0.02%
16,983
+1,478
423
$69K 0.02%
1,438
424
$66K 0.02%
+12,317
425
$59K 0.02%
26,396
-7,437
15 16
17
18 19