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 | |
|---|---|---|---|---|---|---|---|
| $383K | 0.02% | 1,468 -113 | -7% | -$29.5K | |||
| $383K | 0.02% | 31,254 +151 | +0.5% | +$1.85K | |||
| $382K | 0.02% | 67,730 -7,436 | -10% | -$41.9K | |||
| $376K | 0.02% | 7,539 -151 | -2% | -$7.54K | |||
| $373K | 0.02% | 6,100 -226 | -4% | -$13.8K | |||
| $371K | 0.02% | 2,497 -293 | -11% | -$43.6K | |||
| $371K | 0.02% | 2,024 -71 | -3% | -$13K | |||
| $369K | 0.02% | 3,262 -183 | -5% | -$20.7K | |||
| $369K | 0.02% | 4,039 -516 | -11% | -$47.1K | |||
| $367K | 0.02% | 5,102 -137 | -3% | -$9.87K | |||
| $366K | 0.02% | 1,122 -140 | -11% | -$45.7K | |||
| $365K | 0.02% | 16,425 +724 | +5% | +$16.1K | |||
| $364K | 0.02% | 9,594 | – | – | |||
| $363K | 0.02% | 6,337 -3,608 | -36% | -$207K | |||
| $363K | 0.02% | 4,349 | – | – | |||
| $363K | 0.02% | 4,645 -1,119 | -19% | -$87.5K | |||
| $362K | 0.02% | 8,610 | – | – | |||
| $357K | 0.02% | 207 -129 | -38% | -$223K | |||
| $357K | 0.02% | 10,620 -926 | -8% | -$31.1K | |||
| $357K | 0.02% | 3,482 -498 | -13% | -$51K | |||
| $356K | 0.02% | 9,592 | – | – | |||
| $356K | 0.02% | 84,162 | – | – | |||
| $356K | 0.02% | 2,618 -9 | -0.3% | -$1.22K | |||
| $355K | 0.02% | 4,520 -65 | -1% | -$5.1K | |||
| $351K | 0.02% | 12,423 +124 | +1% | +$3.5K |
