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
126
$676K 0.19%
21,129
-1,165
127
$674K 0.19%
58,185
+1,859
128
$672K 0.19%
4,355
-46
129
$671K 0.19%
5,409
+94
130
$669K 0.19%
19,356
+184
131
$669K 0.19%
16,268
+514
132
$665K 0.19%
7,448
-674
133
$662K 0.19%
12,759
-239
134
$662K 0.19%
8,130
+153
135
$656K 0.19%
9,757
+542
136
$652K 0.19%
18,444
-1,491
137
$651K 0.19%
4,662
-172
138
$645K 0.18%
6,126
+217
139
$640K 0.18%
7,353
+123
140
$638K 0.18%
11,452
-1,826
141
$626K 0.18%
7,351
-417
142
$614K 0.18%
13,973
+863
143
$613K 0.18%
4,465
+24
144
$612K 0.18%
10,386
-369
145
$609K 0.17%
12,949
+453
146
$607K 0.17%
7,373
+172
147
$603K 0.17%
38,658
-581
148
$593K 0.17%
18,266
+1,512
149
$593K 0.17%
10,072
+192
150
$592K 0.17%
3,355
-19
4 5
6
7 8