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
26
$2.3M 0.66%
90,330
-1,239
27
$2.23M 0.64%
42,934
-127
28
$2.23M 0.64%
35,528
29
$2.19M 0.63%
53,608
-484
30
$2.04M 0.59%
24,971
-205
31
$1.96M 0.56%
114,205
+1,147
32
$1.86M 0.53%
9,935
-1,243
33
$1.85M 0.53%
7,386
-185
34
$1.84M 0.53%
24,116
+544
35
$1.83M 0.52%
18,648
+1
36
$1.81M 0.52%
68,543
-8,493
37
$1.78M 0.51%
19,725
-76
38
$1.76M 0.5%
15,509
-558
39
$1.72M 0.49%
36,176
+8,373
40
$1.72M 0.49%
101,960
+1,700
41
$1.68M 0.48%
23,048
+3,155
42
$1.56M 0.45%
16,006
+617
43
$1.52M 0.44%
19,317
-579
44
$1.48M 0.42%
15,734
-40
45
$1.44M 0.41%
21,876
+469
46
$1.42M 0.41%
11,301
-99
47
$1.41M 0.4%
17,658
+136
48
$1.41M 0.4%
43,830
+2,105
49
$1.4M 0.4%
11,364
+18
50
$1.4M 0.4%
12,397
-837
1
2
3 4 5