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 | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -10,007 | Closed | – | |||
| $0 | 0% | 0 -12,150 | Closed | – | |||
| $0 | 0% | 0 -12,857 | Closed | – | |||
| $0 | 0% | 0 -12,357 | Closed | – | |||
| $0 | 0% | 0 -1,225 | Closed | – | |||
| $0 | 0% | 0 -11,217 | Closed | – | |||
| $0 | 0% | 0 -6,273 | Closed | – | |||
| $0 | 0% | 0 -5,452 | Closed | – | |||
| $0 | 0% | 0 -24,717 | Closed | – | |||
| $0 | 0% | 0 -2,472 | Closed | – | |||
| $0 | 0% | 0 -6,289 | Closed | – | |||
| $0 | 0% | 0 -47,619 | Closed | – | |||
| $0 | 0% | 0 -793 | Closed | – | |||
| $0 | 0% | 0 -72 | Closed | – | |||
| $0 | 0% | 0 -15,886 | Closed | – | |||
| $0 | 0% | 0 -1,789 | Closed | – | |||
| $0 | 0% | 0 -767 | Closed | – | |||
| $0 | 0% | 0 -8,588 | Closed | – | |||
| $0 | 0% | 0 -1,886 | Closed | – | |||
| $0 | 0% | 0 -10,443 | Closed | – | |||
| $0 | 0% | 0 -13,833 | Closed | – | |||
| $0 | 0% | 0 -1,407 | Closed | – | |||
| $0 | 0% | 0 -2,487 | Closed | – | |||
| $0 | 0% | 0 -7,081 | Closed | – | |||
| $0 | 0% | 0 -1,495 | Closed | – |
