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
151
$589K 0.17%
119,999
152
$586K 0.17%
67,832
-3,030
153
$583K 0.17%
8,834
+113
154
$581K 0.17%
5,838
+198
155
$575K 0.16%
7,928
+58
156
$574K 0.16%
17,732
+1,526
157
$572K 0.16%
5,771
-243
158
$572K 0.16%
5,548
-47
159
$567K 0.16%
12,076
+100
160
$565K 0.16%
9,970
+1,167
161
$562K 0.16%
6,011
162
$560K 0.16%
32,610
+2,683
163
$554K 0.16%
5,607
+1,202
164
$551K 0.16%
15,623
-487
165
$550K 0.16%
15,000
166
$547K 0.16%
6,024
+826
167
$547K 0.16%
17,154
+802
168
$544K 0.16%
38,196
+1,782
169
$542K 0.16%
56,660
+385
170
$542K 0.16%
6,395
-209
171
$532K 0.15%
22,280
-360
172
$529K 0.15%
9,474
+723
173
$524K 0.15%
10,451
-349
174
$522K 0.15%
7,122
+2,663
175
$517K 0.15%
4,299
-56
5 6
7
8 9