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 | |
|---|---|---|---|---|---|---|---|
| $467K | 0.02% | 11,270 | – | – | |||
| $464K | 0.02% | 8,853 +3,438 | +63% | +$180K | |||
| $464K | 0.02% | 48,663 -4,259 | -8% | -$40.6K | |||
| $463K | 0.02% | 8,317 | – | – | |||
| $463K | 0.02% | 2,170 +95 | +5% | +$20.3K | |||
| $462K | 0.02% | 23,608 +100 | +0.4% | +$1.96K | |||
| $461K | 0.02% | 8,240 -488 | -6% | -$27.3K | |||
| $460K | 0.02% | 6,062 +3,088 | +104% | +$234K | |||
| $460K | 0.02% | 10,621 +3 | +0% | +$130 | |||
| $459K | 0.02% | 4,881 -532 | -10% | -$50K | |||
| $456K | 0.02% | 46,054 -5,338 | -10% | -$52.8K | |||
| $456K | 0.02% | 9,790 -517 | -5% | -$24.1K | |||
| $455K | 0.02% | 16,615 -702 | -4% | -$19.2K | |||
| $452K | 0.02% | 14,421 -402 | -3% | -$12.6K | |||
| $452K | 0.02% | 17,910 | – | – | |||
| $449K | 0.02% | 8,343 -3,081 | -27% | -$166K | |||
| $448K | 0.02% | 5,247 -212 | -4% | -$18.1K | |||
| $447K | 0.02% | 44,656 -1,543 | -3% | -$15.5K | |||
| $446K | 0.02% | 3,999 -535 | -12% | -$59.7K | |||
| $446K | 0.02% | 5,711 +22 | +0.4% | +$1.72K | |||
| $445K | 0.02% | 2,127 +66 | +3% | +$13.8K | |||
| $444K | 0.02% | 5,712 -3,332 | -37% | -$259K | |||
| $441K | 0.02% | 5,150 | – | – | |||
| $440K | 0.02% | 15,720 +266 | +2% | +$7.45K | |||
| $440K | 0.02% | 3,296 -39 | -1% | -$5.21K |
