LNWWM
Laird Norton Wetherby Wealth Management Portfolio holdings
AUM
$2.25B
This Quarter Return
+2.66%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$451M
AUM Growth
+$26.8M
(+6.3%)
Cap. Flow
+$19.9M
Cap. Flow
% of AUM
4.4%
Top 10 Holdings %
Top 10 Hldgs %
21.03%
Holding
530
New
46
Increased
317
Reduced
123
Closed
21
Top Buys
| 1 |
Palo Alto Networks
PANW
|
$1.5M |
| 2 |
Penumbra
PEN
|
$1.31M |
| 3 |
Meta Platforms (Facebook)
META
|
$1.08M |
| 4 |
Workday
WDAY
|
$776K |
| 5 |
LNKD
LinkedIn Corporation
LNKD
|
$733K |
Top Sells
Sector Composition
| 1 | Financials | 17.32% |
| 2 | Healthcare | 15.66% |
| 3 | Technology | 15.58% |
| 4 | Communication Services | 8.84% |
| 5 | Consumer Staples | 8.01% |