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
$1.5M0.07%3,197
-171
-5%
-$80.3K
$1.48M0.07%8,739
-178
-2%
-$30.1K
$1.47M0.07%12,547
+59
+0.5%
+$6.93K
$1.46M0.07%6,816
-286
-4%
-$61.5K
$1.46M0.07%24,078
-1,598
-6%
-$97.1K
$1.46M0.07%4,443
-470
-10%
-$155K
$1.44M0.07%12,174
-334
-3%
-$39.6K
$1.43M0.07%23,775
-3,558
-13%
-$215K
$1.43M0.07%5,078
-287
-5%
-$80.7K
$1.42M0.07%35,009
-1,218
-3%
-$49.4K
$1.41M0.07%19,466
-2,642
-12%
-$191K
$1.4M0.07%7,933
-2,103
-21%
-$372K
$1.39M0.07%20,358
-1,185
-6%
-$80.9K
$1.38M0.07%10,522
-461
-4%
-$60.6K
$1.38M0.07%23,419
-2,599
-10%
-$153K
$1.37M0.07%10,770
+80
+0.8%
+$10.2K
$1.37M0.07%11,820
-105
-0.9%
-$12.2K
$1.36M0.07%24,991
-997
-4%
-$54.3K
$1.35M0.06%7,251
-104
-1%
-$19.4K
$1.35M0.06%17,896
+2,007
+13%
+$152K
$1.34M0.06%13,359
+247
+2%
+$24.8K
$1.34M0.06%21,850 ––
$1.34M0.06%29,589
+655
+2%
+$29.6K
$1.33M0.06%13,144
-2,682
-17%
-$272K
$1.32M0.06%87,085
-7,961
-8%
-$121K
1 91011121339