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 | |
|---|---|---|---|---|---|---|---|
| $715K | 0.03% | 7,848 -416 | -5% | -$37.9K | |||
| $713K | 0.03% | 2,812 -1,595 | -36% | -$405K | |||
| $708K | 0.03% | 41,530 -4,512 | -10% | -$76.9K | |||
| $706K | 0.03% | 9,081 +1 | +0% | +$78 | |||
| $702K | 0.03% | 5,146 -171 | -3% | -$23.3K | |||
| $701K | 0.03% | 17,303 -1,577 | -8% | -$63.9K | |||
| $698K | 0.03% | 27,868 | – | – | |||
| $697K | 0.03% | 3,421 -74 | -2% | -$15.1K | |||
| $697K | 0.03% | 13,093 -2,793 | -18% | -$149K | |||
| $694K | 0.03% | 16,409 -160 | -1% | -$6.77K | |||
| $690K | 0.03% | 18,263 +151 | +0.8% | +$5.71K | |||
| $690K | 0.03% | 1,122 -235 | -17% | -$145K | |||
| $687K | 0.03% | 6,472 -40 | -0.6% | -$4.24K | |||
| $681K | 0.03% | 4,656 -209 | -4% | -$30.6K | |||
| $676K | 0.03% | 19,757 +4,042 | +26% | +$138K | |||
| $673K | 0.03% | 28,604 -713 | -2% | -$16.8K | |||
| $672K | 0.03% | 2,922 -128 | -4% | -$29.5K | |||
| $662K | 0.03% | 11,134 -2,929 | -21% | -$174K | |||
| $660K | 0.03% | 13,364 +2,479 | +23% | +$122K | |||
| $657K | 0.03% | 11,527 -61 | -0.5% | -$3.48K | |||
| $655K | 0.03% | 18,948 | New | +$655K | |||
| $653K | 0.03% | 7,697 -812 | -10% | -$68.9K | |||
| $652K | 0.03% | 17,413 +330 | +2% | +$12.4K | |||
| $651K | 0.03% | 5,953 -1,204 | -17% | -$132K | |||
| $641K | 0.03% | 5,421 +60 | +1% | +$7.1K |
