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 | |
|---|---|---|---|---|---|---|---|
| $124K | 0.01% | 25,119 | – | – | |||
| $124K | 0.01% | 13,356 -16,509 | -55% | -$153K | |||
| $123K | 0.01% | 97,807 | – | – | |||
| $115K | 0.01% | 14,524 -3,512 | -19% | -$27.8K | |||
| $113K | 0.01% | 52,147 -1,331 | -2% | -$2.88K | |||
| $110K | 0.01% | 10,387 -1,966 | -16% | -$20.8K | |||
| $93.8K | 0% | 20,989 +8,234 | +65% | +$36.8K | |||
| $90.6K | 0% | 22,257 -119 | -0.5% | -$484 | |||
| $90.5K | 0% | 11,502 -1,271 | -10% | -$10K | |||
| $87.7K | 0% | 12,858 -2,322 | -15% | -$15.8K | |||
| $87.5K | 0% | 10,657 -925 | -8% | -$7.59K | |||
| $86.7K | 0% | 15,934 | New | +$86.7K | |||
| $80K | 0% | 16,120 +816 | +5% | +$4.05K | |||
| $69.5K | 0% | 17,601 -6,902 | -28% | -$27.3K | |||
| $69K | 0% | 26,235 +572 | +2% | +$1.5K | |||
| $57.4K | 0% | 10,812 -2,265 | -17% | -$12K | |||
| $56.8K | 0% | 36,860 | – | – | |||
| $38.3K | 0% | 12,697 -21,529 | -63% | -$65K | |||
| $35.8K | 0% | 10,849 -14,268 | -57% | -$47.1K | |||
| $33.6K | 0% | 23,340 -558 | -2% | -$804 | |||
| $30.6K | 0% | 26,625 | – | – | |||
| $20K | 0% | 12,528 -2,949 | -19% | -$4.72K | |||
| $0 | 0% | 0 -859 | Closed | – | |||
| $0 | 0% | 0 -10,071 | Closed | – | |||
| $0 | 0% | 0 -2,924 | Closed | – |
