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
76
$1.01M 0.29%
12,350
-3,919
77
$1M 0.29%
10,287
-202
78
$995K 0.29%
8,911
+368
79
$995K 0.29%
14,908
+117
80
$978K 0.28%
14,647
+533
81
$961K 0.28%
18,692
-350
82
$952K 0.27%
11,208
-123
83
$950K 0.27%
8,986
-527
84
$950K 0.27%
25,726
-804
85
$935K 0.27%
5,705
+5
86
$904K 0.26%
14,691
-38
87
$898K 0.26%
17,166
+734
88
$895K 0.26%
33,760
-23,030
89
$871K 0.25%
37,455
+5,790
90
$871K 0.25%
23,732
+1,086
91
$869K 0.25%
11,626
-144
92
$857K 0.25%
9,395
-708
93
$854K 0.24%
11,174
-103
94
$852K 0.24%
2,784
-60
95
$851K 0.24%
9,620
+218
96
$816K 0.23%
16,179
-944
97
$812K 0.23%
6,519
-432
98
$801K 0.23%
6,115
-146
99
$793K 0.23%
12,648
-562
100
$792K 0.23%
38,223
+1,568
2 3
4
5 6