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
51
$1.4M 0.4%
9,191
-7,911
52
$1.39M 0.4%
37,075
+2,033
53
$1.35M 0.39%
18,044
+122
54
$1.32M 0.38%
33,659
+1,304
55
$1.29M 0.37%
22,446
+350
56
$1.27M 0.36%
55,762
+1,642
57
$1.25M 0.36%
15,857
-327
58
$1.25M 0.36%
17,829
-584
59
$1.23M 0.35%
28,129
-1,576
60
$1.22M 0.35%
25,551
-572
61
$1.18M 0.34%
27,579
+449
62
$1.17M 0.34%
21,676
+236
63
$1.16M 0.33%
22,350
64
$1.15M 0.33%
18,019
+932
65
$1.13M 0.32%
44,958
+120
66
$1.11M 0.32%
55,589
+3,906
67
$1.11M 0.32%
23,568
-339
68
$1.11M 0.32%
8,196
+109
69
$1.1M 0.32%
14,973
+222
70
$1.09M 0.31%
16,873
-452
71
$1.09M 0.31%
14,555
+7
72
$1.08M 0.31%
18,012
+5,359
73
$1.05M 0.3%
15,890
+56
74
$1.03M 0.3%
118,903
+11,080
75
$1.03M 0.29%
15,150
-72
1 2
3
4 5