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 | |
|---|---|---|---|---|---|---|---|
| $439K | 0.02% | 6,716 -1,302 | -16% | -$85.1K | |||
| $438K | 0.02% | 2,139 -59 | -3% | -$12.1K | |||
| $438K | 0.02% | 11,912 +121 | +1% | +$4.45K | |||
| $437K | 0.02% | 10,830 | – | – | |||
| $436K | 0.02% | 3,652 -303 | -8% | -$36.2K | |||
| $432K | 0.02% | 10,724 | – | – | |||
| $431K | 0.02% | 6,828 | – | – | |||
| $430K | 0.02% | 9,144 -85 | -0.9% | -$4K | |||
| $428K | 0.02% | 10,338 -1,165 | -10% | -$48.3K | |||
| $428K | 0.02% | 15,633 -1,014 | -6% | -$27.7K | |||
| $427K | 0.02% | 5,019 -1,764 | -26% | -$150K | |||
| $426K | 0.02% | 1,678 | – | – | |||
| $423K | 0.02% | 3,962 -120 | -3% | -$12.8K | |||
| $422K | 0.02% | 2,762 -283 | -9% | -$43.3K | |||
| $422K | 0.02% | 17,761 -4,723 | -21% | -$112K | |||
| $422K | 0.02% | 3,785 -19 | -0.5% | -$2.12K | |||
| $420K | 0.02% | 1,451 | New | +$420K | |||
| $420K | 0.02% | 2,914 -66 | -2% | -$9.51K | |||
| $420K | 0.02% | 8,557 +189 | +2% | +$9.27K | |||
| $419K | 0.02% | 6,441 -385 | -6% | -$25K | |||
| $419K | 0.02% | 23,109 +749 | +3% | +$13.6K | |||
| $417K | 0.02% | 3,551 -182 | -5% | -$21.4K | |||
| $417K | 0.02% | 4,943 +282 | +6% | +$23.8K | |||
| $415K | 0.02% | 2,188 -13 | -0.6% | -$2.46K | |||
| $414K | 0.02% | 3,920 -196 | -5% | -$20.7K |
