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 | |
|---|---|---|---|---|---|---|---|
| $350K | 0.02% | 9,254 -250 | -3% | -$9.45K | |||
| $348K | 0.02% | 12,542 -1,360 | -10% | -$37.7K | |||
| $347K | 0.02% | 5,731 -1,925 | -25% | -$117K | |||
| $347K | 0.02% | 3,890 -1,212 | -24% | -$108K | |||
| $346K | 0.02% | 15,816 -369 | -2% | -$8.08K | |||
| $342K | 0.02% | 201 -56 | -22% | -$95.2K | |||
| $342K | 0.02% | 1,013 -359 | -26% | -$121K | |||
| $341K | 0.02% | 3,152 -119 | -4% | -$12.9K | |||
| $340K | 0.02% | 1,321 -104 | -7% | -$26.8K | |||
| $340K | 0.02% | 5,215 -486 | -9% | -$31.7K | |||
| $339K | 0.02% | 1,718 -64 | -4% | -$12.6K | |||
| $338K | 0.02% | 7,590 -88 | -1% | -$3.92K | |||
| $338K | 0.02% | 3,748 | – | – | |||
| $337K | 0.02% | 2,450 | New | +$337K | |||
| $337K | 0.02% | 40,782 +293 | +0.7% | +$2.42K | |||
| $337K | 0.02% | 1,619 -719 | -31% | -$149K | |||
| $334K | 0.02% | 480 -61 | -11% | -$42.5K | |||
| $334K | 0.02% | 13,589 -1,588 | -10% | -$39K | |||
| $333K | 0.02% | 12,103 +574 | +5% | +$15.8K | |||
| $333K | 0.02% | 4,482 -63 | -1% | -$4.69K | |||
| $333K | 0.02% | 8,156 -513 | -6% | -$21K | |||
| $332K | 0.02% | 115,125 -10,801 | -9% | -$31.1K | |||
| $330K | 0.02% | 10,100 | – | – | |||
| $330K | 0.02% | 4,220 +346 | +9% | +$27K | |||
| $325K | 0.02% | 4,739 +2,502 | +112% | +$172K |
