LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.09B
AUM
$2.09B
AUM Growth
-$101M
Cap. Flow
-$64.7M
Cap. Flow %
-3.1%
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

1Technology29.06%
2Financials10.53%
3Consumer Discretionary8.97%
4Healthcare8.18%
5Communication Services7.51%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$6.31M0.3%26,577
-207
-0.8%
-$49.2K
$6.28M0.3%55,488
-1,904
-3%
-$215K
$5.87M0.28%5,539
+85
+2%
+$90.1K
$5.87M0.28%20,236
-1,052
-5%
-$305K
$5.76M0.28%51,754
-1,535
-3%
-$171K
$5.69M0.27%9,055
-531
-6%
-$334K
$5.65M0.27%46,776
-6,579
-12%
-$795K
$5.5M0.26%35,835
-3,090
-8%
-$475K
$5.5M0.26%88,377
-9,204
-9%
-$573K
$5.29M0.25%34,806
-3,946
-10%
-$600K
$5.23M0.25%26,892
-1,886
-7%
-$367K
$4.98M0.24%21,836
-913
-4%
-$208K
$4.89M0.23%21,322
-2,324
-10%
-$533K
$4.85M0.23%12,073
+12
+0.1%
+$4.82K
$4.79M0.23%3,784
-37
-1%
-$46.9K
$4.78M0.23%49,161
-2,904
-6%
-$283K
$4.77M0.23%39,515
-770
-2%
-$93K
$4.69M0.22%63,366
-23,915
-27%
-$1.77M
$4.67M0.22%10,098
-178
-2%
-$82.3K
$4.65M0.22%32,097
-5,045
-14%
-$731K
$4.64M0.22%211,676
-9,507
-4%
-$208K
$4.61M0.22%28,338
-1,942
-6%
-$316K
$4.56M0.22%35,405
+80
+0.2%
+$10.3K
$4.56M0.22%69,577
-7,493
-10%
-$491K
$4.54M0.22%15,515
-425
-3%
-$124K
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