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
$11.2M0.54%77,245
-5,989
-7%
-$866K
$10.5M0.5%54,950
-12,359
-18%
-$2.36M
$10.3M0.49%114,167
-4,844
-4%
-$438K
$10.2M0.49%29,020
-542
-2%
-$191K
$9.69M0.46%17,975
+1,342
+8%
+$723K
$9.64M0.46%57,838
-2,311
-4%
-$385K
$9.27M0.44%27,715
-237
-0.9%
-$79.2K
$8.8M0.42%52,495
-2,055
-4%
-$345K
$8.35M0.4%189,621
-918
-0.5%
-$40.4K
$8.22M0.39%95,546
-6,035
-6%
-$519K
$7.98M0.38%181,622
-10,528
-5%
-$463K
$7.82M0.37%108,749
+26,295
+32%
+$1.89M
$7.6M0.36%68,722
+48,068
+233%
+$5.31M
$7.54M0.36%42,456
-2,574
-6%
-$457K
$7.22M0.35%22,420
-110
-0.5%
-$35.4K
$7.17M0.34%66,653
-6,650
-9%
-$715K
$7.03M0.34%21,020
-153
-0.7%
-$51.1K
$6.97M0.33%10,058
-848
-8%
-$588K
$6.84M0.33%47,849
-2,112
-4%
-$302K
$6.8M0.33%13,653
-158
-1%
-$78.7K
$6.74M0.32%113,820
-3,078
-3%
-$182K
$6.51M0.31%26,432
-1,606
-6%
-$395K
$6.44M0.31%21,689
-1,698
-7%
-$504K
$6.42M0.31%11,210
-511
-4%
-$293K
$6.34M0.3%14,254
-1,045
-7%
-$465K
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