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 | |
|---|---|---|---|---|---|---|---|
| $641K | 0.03% | 8,799 +152 | +2% | +$11.1K | |||
| $638K | 0.03% | 17,868 -1,794 | -9% | -$64K | |||
| $633K | 0.03% | 12,019 | – | – | |||
| $632K | 0.03% | 2,547 +219 | +9% | +$54.4K | |||
| $629K | 0.03% | 20,497 -7,274 | -26% | -$223K | |||
| $629K | 0.03% | 1,522 -304 | -17% | -$126K | |||
| $627K | 0.03% | 10,206 +495 | +5% | +$30.4K | |||
| $626K | 0.03% | 5,110 -292 | -5% | -$35.8K | |||
| $624K | 0.03% | 47,853 -2,303 | -5% | -$30.1K | |||
| $624K | 0.03% | 4,755 | – | – | |||
| $624K | 0.03% | 6,893 -263 | -4% | -$23.8K | |||
| $623K | 0.03% | 95,697 +10,598 | +12% | +$69K | |||
| $620K | 0.03% | 11,801 -1,386 | -11% | -$72.8K | |||
| $620K | 0.03% | 5,415 +13 | +0.2% | +$1.49K | |||
| $620K | 0.03% | 82,053 +1,086 | +1% | +$8.2K | |||
| $619K | 0.03% | 6,748 +27 | +0.4% | +$2.48K | |||
| $618K | 0.03% | 13,774 -2,885 | -17% | -$130K | |||
| $617K | 0.03% | 8,336 -530 | -6% | -$39.2K | |||
| $616K | 0.03% | 24,137 -1,700 | -7% | -$43.4K | |||
| $607K | 0.03% | 6,737 | New | +$607K | |||
| $604K | 0.03% | 25,174 +547 | +2% | +$13.1K | |||
| $603K | 0.03% | 15,708 | – | – | |||
| $602K | 0.03% | 5,653 | – | – | |||
| $599K | 0.03% | 301 +29 | +11% | +$57.7K | |||
| $596K | 0.03% | 3,178 -707 | -18% | -$133K |
