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
201
$450K 0.13%
12,558
-2,800
202
$450K 0.13%
5,657
-19
203
$448K 0.13%
8,483
+274
204
$444K 0.13%
6,393
-2,315
205
$441K 0.13%
4,434
-99
206
$435K 0.12%
28,312
+1,308
207
$434K 0.12%
6,111
-115
208
$433K 0.12%
5,884
+16
209
$431K 0.12%
9,807
-2,491
210
$431K 0.12%
5,726
+15
211
$427K 0.12%
6,008
+3
212
$421K 0.12%
23,172
+716
213
$418K 0.12%
5,867
-300
214
$418K 0.12%
14,822
+3,017
215
$418K 0.12%
29,646
+3,048
216
$415K 0.12%
5,062
-46
217
$414K 0.12%
64,310
-5,204
218
$413K 0.12%
8,168
+780
219
$413K 0.12%
8,343
+84
220
$407K 0.12%
11,331
-441
221
$405K 0.12%
5,207
+3
222
$402K 0.12%
3,582
-576
223
$397K 0.11%
4,327
+25
224
$394K 0.11%
9,864
-427
225
$392K 0.11%
1,549
-64
7 8
9
10 11