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
176
$510K 0.15%
7,344
+171
177
$509K 0.15%
14,082
+283
178
$505K 0.14%
14,371
-1,221
179
$499K 0.14%
16,266
-4,514
180
$493K 0.14%
8,548
-104
181
$487K 0.14%
95,605
+4,766
182
$485K 0.14%
4,250
+5
183
$484K 0.14%
13,012
-315
184
$484K 0.14%
6,386
-30
185
$478K 0.14%
49,503
-222
186
$476K 0.14%
15,255
-127
187
$473K 0.14%
4,302
+162
188
$473K 0.14%
6,050
189
$468K 0.13%
4,296
-181
190
$467K 0.13%
2,861
-255
191
$461K 0.13%
29,960
+1,136
192
$460K 0.13%
6,873
+209
193
$460K 0.13%
5,351
194
$457K 0.13%
3,451
-74
195
$457K 0.13%
114,899
+5,059
196
$457K 0.13%
5,515
+103
197
$456K 0.13%
82,078
+3,546
198
$452K 0.13%
1,791
+13
199
$452K 0.13%
5,545
-69
200
$451K 0.13%
31,995
-970
6 7
8
9 10