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
$540K0.03%2,094
+60
+3%
+$15.5K
$540K0.03%14,354
-1,228
-8%
-$46.2K
$540K0.03%4,474
-198
-4%
-$23.9K
$535K0.03%7,320
-252
-3%
-$18.4K
$533K0.03%62,735
-677
-1%
-$5.75K
$532K0.03%23,029
-664
-3%
-$15.3K
$531K0.03%40,243
-1,359
-3%
-$17.9K
$530K0.03%2,472
-499
-17%
-$107K
$527K0.03%6,951
-134
-2%
-$10.2K
$526K0.03%5,153
+723
+16%
+$73.8K
$525K0.03%9,899
+7,908
+397%
+$420K
$523K0.03%6,351
-436
-6%
-$35.9K
$522K0.03%17,041
+6,146
+56%
+$188K
$521K0.03%5,448
-28
-0.5%
-$2.68K
$520K0.03%3,913
-94
-2%
-$12.5K
$519K0.02%39,220
+5,167
+15%
+$68.4K
$519K0.02%12,476
-2,019
-14%
-$83.9K
$518K0.02%10,259
-3,165
-24%
-$160K
$517K0.02%5,218
+200
+4%
+$19.8K
$512K0.02%2,952
-263
-8%
-$45.6K
$512K0.02%22,082
+11,078
+101%
+$257K
$512K0.02%10,217
-2,521
-20%
-$126K
$510K0.02%2,510
-177
-7%
-$35.9K
$507K0.02%18,662
-4,624
-20%
-$126K
$504K0.02%2,784
+8
+0.3%
+$1.45K
1 192021222339