LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.09B
AUM
$2.09B
AUM Growth
-$101M
Cap. Flow
-$64.7M
Cap. Flow %
-3.1%
Top 10 Hldgs %
33.57%
Holding
957
New
26
Increased
177
Reduced
605
Closed
60

Top Buys

1
$5.31M
2
$3.6M
3
$2.5M
4
$1.89M
5
$1.82M

Top Sells

1
$11.3M
2
$6.46M
3
$4.73M
4
$4.69M
5
$2.45M

Sector Composition

1Technology29.06%
2Financials10.53%
3Consumer Discretionary8.97%
4Healthcare8.18%
5Communication Services7.51%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.71M0.08%146,152
-19,280
-12%
-$226K
$1.68M0.08%9,502
+239
+3%
+$42.4K
$1.68M0.08%8,345
-365
-4%
-$73.4K
$1.67M0.08%9,466
+602
+7%
+$106K
$1.67M0.08%83,114
+8,468
+11%
+$170K
$1.67M0.08%11,008
-555
-5%
-$84K
$1.66M0.08%11,858
-359
-3%
-$50.3K
$1.66M0.08%2,326
-164
-7%
-$117K
$1.63M0.08%103,839
-2,045
-2%
-$32K
$1.62M0.08%6,025
-302
-5%
-$81.5K
$1.6M0.08%30,569
-1,015
-3%
-$53.1K
$1.6M0.08%48,586
-10,855
-18%
-$357K
$1.6M0.08%16,440
+82
+0.5%
+$7.96K
$1.59M0.08%12,753
-401
-3%
-$49.9K
$1.58M0.08%19,840
+1,232
+7%
+$98.4K
$1.58M0.08%8,875
-610
-6%
-$109K
$1.58M0.08%345,803
-6,031
-2%
-$27.5K
$1.57M0.08%9,221
-175
-2%
-$29.8K
$1.56M0.07%18,451
-598
-3%
-$50.7K
$1.56M0.07%25,129
-182
-0.7%
-$11.3K
$1.55M0.07%6,609
-161
-2%
-$37.8K
$1.53M0.07%5,104
-277
-5%
-$83.1K
$1.52M0.07%9,351
-93
-1%
-$15.2K
$1.52M0.07%25,233
-1,971
-7%
-$119K
$1.51M0.07%10,117
-628
-6%
-$93.6K
1 8910111239