LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.09B
AUM
$2.09B
AUM Growth
-$101M
Cap. Flow
-$64.7M
Cap. Flow %
-3.1%
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

1Technology29.06%
2Financials10.53%
3Consumer Discretionary8.97%
4Healthcare8.18%
5Communication Services7.51%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$4.53M0.22%214,120
+170,310
+389%
+$3.6M
$4.49M0.22%40,075
-160
-0.4%
-$17.9K
$4.44M0.21%7,793
-18
-0.2%
-$10.3K
$4.36M0.21%13,137
-585
-4%
-$194K
$4.31M0.21%11,886
-425
-3%
-$154K
$4.31M0.21%8,277
-840
-9%
-$437K
$4.28M0.21%16,430
-1,268
-7%
-$330K
$4.24M0.2%17,675
-635
-3%
-$152K
$4.17M0.2%9,962
-947
-9%
-$396K
$4.12M0.2%135,861
-4,667
-3%
-$142K
$4.12M0.2%16,683
-1,084
-6%
-$268K
$4.12M0.2%54,455
+2,012
+4%
+$152K
$4.08M0.2%21,739
-1,469
-6%
-$275K
$4.01M0.19%20,461
+325
+2%
+$63.6K
$3.95M0.19%21,345
-653
-3%
-$121K
$3.94M0.19%1,112,957
+514,944
+86%
+$1.82M
$3.93M0.19%75,337
+59
+0.1%
+$3.08K
$3.9M0.19%8,248
-14
-0.2%
-$6.63K
$3.9M0.19%10,833
-268
-2%
-$96.5K
$3.88M0.19%30,851
-1,112
-3%
-$140K
$3.82M0.18%17,369
-702
-4%
-$154K
$3.77M0.18%13,700
+626
+5%
+$172K
$3.73M0.18%15,919
-199
-1%
-$46.6K
$3.71M0.18%64,674
+105
+0.2%
+$6.03K
$3.71M0.18%40,119
-533
-1%
-$49.2K
1 2345639