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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
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
426
$55K 0.02%
11,064
427
$53K 0.02%
+14,251
428
$50K 0.01%
11,997
+4,059
429
$45K 0.01%
1,041
+1
430
$23K 0.01%
17,342
+4,434
431
$20K 0.01%
+14,173
432
– –
-11,580
433
– –
-2,721
434
– –
-10,147
435
– –
-3,227
436
– –
-2,140
437
– –
-16,623
438
– –
-6,115
439
– –
-3,603
440
– –
-41,230
441
– –
-5,466
442
– –
-7,491
443
– –
-9,914
444
– –
-3,775
445
– –
-3,000
446
– –
-4,998
447
– –
-6,495
448
– –
-1,869
449
– –
-2,217
450
– –
-24
15 16 17
18
19