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
$843K0.04%6,686
-1,150
-15%
-$145K
$837K0.04%24,148
-628
-3%
-$21.8K
$837K0.04%10,883
+47
+0.4%
+$3.61K
$837K0.04%36,861
+24,575
+200%
+$558K
$833K0.04%1,863
+784
+73%
+$351K
$832K0.04%2,930
-107
-4%
-$30.4K
$827K0.04%10,821
-717
-6%
-$54.8K
$826K0.04%1,377
-143
-9%
-$85.8K
$826K0.04%205,459
-9,559
-4%
-$38.4K
$818K0.04%10,377
-401
-4%
-$31.6K
$817K0.04%3,714
+10
+0.3%
+$2.2K
$813K0.04%49,955
-2,515
-5%
-$40.9K
$813K0.04%664
+6
+0.9%
+$7.34K
$809K0.04%71,361
+57,920
+431%
+$656K
$804K0.04%2,794 ––
$802K0.04%15,013
+2,850
+23%
+$152K
$799K0.04%21,468
-7,809
-27%
-$291K
$798K0.04%12,624
-6
-0.1%
-$379
$791K0.04%178,591
+15,675
+10%
+$69.4K
$791K0.04%1,629
-253
-13%
-$123K
$786K0.04%17,327
+6,221
+56%
+$282K
$785K0.04%4,511
-259
-5%
-$45.1K
$785K0.04%18,100
-5,060
-22%
-$219K
$785K0.04%8,099
+8
+0.1%
+$775
$783K0.04%10,274
-1,804
-15%
-$138K
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