LNWWM
Laird Norton Wetherby Wealth Management Portfolio holdings
AUM $2.09B
AUM
$2.09B
AUM Growth
-$101M (-5%)
Cap. Flow
-$64.7M
Cap. Flow % of AUM
-3.1%
Top 10 Holdings %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
| 1 | Technology | 29.06% |
| 2 | Financials | 10.53% |
| 3 | Consumer Discretionary | 8.97% |
| 4 | Healthcare | 8.18% |
| 5 | Communication Services | 7.51% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $783K | 0.04% | 11,565 +2,972 | +35% | +$201K | |||
| $780K | 0.04% | 26,384 -4,388 | -14% | -$130K | |||
| $774K | 0.04% | 3,682 -239 | -6% | -$50.3K | |||
| $772K | 0.04% | 133,266 -1,938 | -1% | -$11.2K | |||
| $765K | 0.04% | 21,256 -530 | -2% | -$19.1K | |||
| $764K | 0.04% | 4,148 -111 | -3% | -$20.4K | |||
| $761K | 0.04% | 2,220 -103 | -4% | -$35.3K | |||
| $761K | 0.04% | 3,326 -270 | -8% | -$61.7K | |||
| $759K | 0.04% | 1,470 +8 | +0.6% | +$4.13K | |||
| $757K | 0.04% | 12,858 -661 | -5% | -$38.9K | |||
| $754K | 0.04% | 31,833 +21,222 | +200% | +$503K | |||
| $750K | 0.04% | 2,624 -403 | -13% | -$115K | |||
| $745K | 0.04% | 4,222 +320 | +8% | +$56.4K | |||
| $742K | 0.04% | 65,349 -733 | -1% | -$8.32K | |||
| $741K | 0.04% | 62,727 +5,767 | +10% | +$68.2K | |||
| $737K | 0.04% | 2,333 -400 | -15% | -$126K | |||
| $735K | 0.04% | 10,784 -51 | -0.5% | -$3.48K | |||
| $732K | 0.04% | 4,268 -98 | -2% | -$16.8K | |||
| $729K | 0.04% | 15,003 -1,737 | -10% | -$84.4K | |||
| $729K | 0.04% | 10,536 -282 | -3% | -$19.5K | |||
| $726K | 0.03% | 8,042 -360 | -4% | -$32.5K | |||
| $721K | 0.03% | 4,401 -101 | -2% | -$16.5K | |||
| $720K | 0.03% | 8,391 +243 | +3% | +$20.8K | |||
| $717K | 0.03% | 3,840 -30 | -0.8% | -$5.6K | |||
| $717K | 0.03% | 7,754 | – | – |
