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 | |
|---|---|---|---|---|---|---|---|
| $299K | 0.01% | 38,073 | – | – | |||
| $298K | 0.01% | 3,064 -443 | -13% | -$43K | |||
| $296K | 0.01% | 5,171 -327 | -6% | -$18.7K | |||
| $296K | 0.01% | 1,603 -68 | -4% | -$12.6K | |||
| $296K | 0.01% | 1,215 | New | +$296K | |||
| $295K | 0.01% | 3,639 -324 | -8% | -$26.2K | |||
| $294K | 0.01% | 7,650 | – | – | |||
| $292K | 0.01% | 18,815 -917 | -5% | -$14.2K | |||
| $291K | 0.01% | 1,551 -7 | -0.5% | -$1.31K | |||
| $290K | 0.01% | 66,534 +8,746 | +15% | +$38.1K | |||
| $289K | 0.01% | 7,212 -3,208 | -31% | -$129K | |||
| $287K | 0.01% | 5,940 | – | – | |||
| $286K | 0.01% | 13,711 +2,023 | +17% | +$42.2K | |||
| $286K | 0.01% | 1,632 +113 | +7% | +$19.8K | |||
| $286K | 0.01% | 6,580 -148 | -2% | -$6.43K | |||
| $278K | 0.01% | 19,429 +1,289 | +7% | +$18.5K | |||
| $278K | 0.01% | 554 -81 | -13% | -$40.6K | |||
| $278K | 0.01% | 1,097 -8 | -0.7% | -$2.03K | |||
| $276K | 0.01% | 10,665 +5,332 | +100% | +$138K | |||
| $276K | 0.01% | 658 -37 | -5% | -$15.5K | |||
| $275K | 0.01% | 1,927 +15 | +0.8% | +$2.14K | |||
| $274K | 0.01% | 5,860 | – | – | |||
| $273K | 0.01% | 1,192 -87 | -7% | -$20K | |||
| $272K | 0.01% | 5,000 | – | – | |||
| $272K | 0.01% | 2,873 -516 | -15% | -$48.9K |
