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 | |
|---|---|---|---|---|---|---|---|
| $207K | 0.01% | 1,382 -68 | -5% | -$10.2K | |||
| $206K | 0.01% | 2,418 -113 | -4% | -$9.62K | |||
| $206K | 0.01% | 10,141 -1,550 | -13% | -$31.4K | |||
| $205K | 0.01% | 7,354 | – | – | |||
| $205K | 0.01% | 1,168 +174 | +18% | +$30.5K | |||
| $205K | 0.01% | 1,324 | New | +$205K | |||
| $204K | 0.01% | 4,792 | New | +$204K | |||
| $203K | 0.01% | 11,792 | – | – | |||
| $202K | 0.01% | 10,000 | – | – | |||
| $201K | 0.01% | 349 +1 | +0.3% | +$577 | |||
| $201K | 0.01% | 2,652 | New | +$201K | |||
| $201K | 0.01% | 8,389 | New | +$201K | |||
| $201K | 0.01% | 2,299 -1,069 | -32% | -$93.4K | |||
| $200K | 0.01% | 7,366 | New | +$200K | |||
| $200K | 0.01% | 875 -127 | -13% | -$29.1K | |||
| $200K | 0.01% | 4,779 -2,913 | -38% | -$122K | |||
| $200K | 0.01% | 4,137 | New | +$200K | |||
| $200K | 0.01% | 4,812 | New | +$200K | |||
| $200K | 0.01% | 1,337 +46 | +4% | +$6.88K | |||
| $197K | 0.01% | 10,000 | – | – | |||
| $190K | 0.01% | 20,360 -5,426 | -21% | -$50.6K | |||
| $190K | 0.01% | 38,204 | – | – | |||
| $186K | 0.01% | 11,798 | – | – | |||
| $184K | 0.01% | 21,329 | – | – | |||
| $184K | 0.01% | 31,200 | – | – |
