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 | |
|---|---|---|---|---|---|---|---|
| $272K | 0.01% | 7,850 -1,386 | -15% | -$48K | |||
| $272K | 0.01% | 2,403 -184 | -7% | -$20.8K | |||
| $272K | 0.01% | 2,391 +51 | +2% | +$5.79K | |||
| $270K | 0.01% | 4,259 -6,425 | -60% | -$408K | |||
| $270K | 0.01% | 1,160 -118 | -9% | -$27.5K | |||
| $270K | 0.01% | 1,147 -204 | -15% | -$48K | |||
| $270K | 0.01% | 2,532 | – | – | |||
| $268K | 0.01% | 7,303 +291 | +4% | +$10.7K | |||
| $268K | 0.01% | 4,140 -397 | -9% | -$25.7K | |||
| $268K | 0.01% | 3,744 -699 | -16% | -$50K | |||
| $268K | 0.01% | 1,424 -67 | -4% | -$12.6K | |||
| $268K | 0.01% | 3,002 -117 | -4% | -$10.4K | |||
| $266K | 0.01% | 4,376 | New | +$266K | |||
| $266K | 0.01% | 4,898 +604 | +14% | +$32.8K | |||
| $266K | 0.01% | 449 -103 | -19% | -$61K | |||
| $266K | 0.01% | 3,595 +52 | +1% | +$3.84K | |||
| $266K | 0.01% | 2,109 -5 | -0.2% | -$630 | |||
| $265K | 0.01% | 571 -23 | -4% | -$10.7K | |||
| $263K | 0.01% | 2,929 | New | +$263K | |||
| $263K | 0.01% | 4,583 -434 | -9% | -$24.9K | |||
| $261K | 0.01% | 3,881 -89 | -2% | -$5.99K | |||
| $261K | 0.01% | 1,954 -56 | -3% | -$7.48K | |||
| $259K | 0.01% | 5,920 -231 | -4% | -$10.1K | |||
| $259K | 0.01% | 12,581 -597 | -5% | -$12.3K | |||
| $258K | 0.01% | 3,468 | – | – |
