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
$1.06M0.05%8,400
-2,656
-24%
-$335K
$1.05M0.05%64,864
-805
-1%
-$13K
$1.05M0.05%6,174
+548
+10%
+$92.8K
$1.04M0.05%31,634
-8,111
-20%
-$265K
$1.03M0.05%14,995
-2,441
-14%
-$168K
$1.03M0.05%7,363
-422
-5%
-$59K
$1.03M0.05%26,968
-2,942
-10%
-$112K
$1.03M0.05%3,135
+21
+0.7%
+$6.88K
$1.02M0.05%17,758
-2,504
-12%
-$144K
$1.02M0.05%65,212
-4,550
-7%
-$71K
$1.01M0.05%12,011
-845
-7%
-$71.4K
$1.01M0.05%207,304
-23,460
-10%
-$115K
$1.01M0.05%13,115
+4
+0%
+$309
$1.01M0.05%21,232
-1,503
-7%
-$71.4K
$1M0.05%7,481
-355
-5%
-$47.6K
$999K0.05%10,295
-2,032
-16%
-$197K
$998K0.05%8,140
-10
-0.1%
-$1.23K
$983K0.05%20,558
-1,429
-7%
-$68.4K
$979K0.05%11,554
+80
+0.7%
+$6.78K
$974K0.05%5,625
-164
-3%
-$28.4K
$970K0.05%9,230
+289
+3%
+$30.4K
$969K0.05%5,305
-212
-4%
-$38.7K
$969K0.05%1,864
-284
-13%
-$148K
$968K0.05%3,232
-182
-5%
-$54.5K
$960K0.05%7,149
-905
-11%
-$122K
1 121314151639