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 | |
|---|---|---|---|---|---|---|---|
| $178K | 0.01% | 14,453 | – | – | |||
| $175K | 0.01% | 12,534 | – | – | |||
| $174K | 0.01% | 22,449 | – | – | |||
| $174K | 0.01% | 12,996 | – | – | |||
| $173K | 0.01% | 13,892 | – | – | |||
| $173K | 0.01% | 20,853 | – | – | |||
| $172K | 0.01% | 17,892 | – | – | |||
| $172K | 0.01% | 31,678 | – | – | |||
| $171K | 0.01% | 20,278 | – | – | |||
| $170K | 0.01% | 14,610 +403 | +3% | +$4.7K | |||
| $169K | 0.01% | 13,103 -7,881 | -38% | -$101K | |||
| $169K | 0.01% | 21,077 | – | – | |||
| $167K | 0.01% | 11,232 | – | – | |||
| $164K | 0.01% | 12,996 | – | – | |||
| $162K | 0.01% | 11,400 | – | – | |||
| $158K | 0.01% | 15,125 | – | – | |||
| $153K | 0.01% | 12,500 | – | – | |||
| $152K | 0.01% | 17,246 | – | – | |||
| $151K | 0.01% | 10,484 +113 | +1% | +$1.62K | |||
| $148K | 0.01% | 11,159 -1,432 | -11% | -$19K | |||
| $142K | 0.01% | 31,180 -8,350 | -21% | -$38.1K | |||
| $136K | 0.01% | 73,314 +3,076 | +4% | +$5.69K | |||
| $130K | 0.01% | 10,000 | – | – | |||
| $129K | 0.01% | 21,776 -3,587 | -14% | -$21.3K | |||
| $129K | 0.01% | 24,664 | – | – |
