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
$3.64M0.17%121,831
-6,126
-5%
-$183K
$3.63M0.17%51,670
-2,178
-4%
-$153K
$3.62M0.17%19,908
+9,544
+92%
+$1.74M
$3.56M0.17%27,092
-338
-1%
-$44.4K
$3.55M0.17%8,659
+245
+3%
+$101K
$3.52M0.17%708 ––
$3.48M0.17%38,097
+1,427
+4%
+$130K
$3.45M0.17%29,827
-1,967
-6%
-$228K
$3.37M0.16%27,938
-1,319
-5%
-$159K
$3.35M0.16%38,982
-582
-1%
-$50.1K
$3.31M0.16%5,802
-110
-2%
-$62.7K
$3.25M0.16%26,985
-290
-1%
-$34.9K
$3.18M0.15%12,336
-112
-0.9%
-$28.9K
$3.17M0.15%14,027
-970
-6%
-$219K
$3.16M0.15%200,098
+158,143
+377%
+$2.5M
$3.14M0.15%14,229
-245
-2%
-$54.1K
$3.12M0.15%39,508
-657
-2%
-$51.9K
$3.11M0.15%54,736
-6,507
-11%
-$370K
$3.11M0.15%49,959 ––
$3.08M0.15%29,145
-1,460
-5%
-$154K
$3.08M0.15%28,155
-782
-3%
-$85.6K
$3.08M0.15%6,024
+20
+0.3%
+$10.2K
$3.06M0.15%26,332
+3,757
+17%
+$436K
$3.05M0.15%76,277
-15,556
-17%
-$622K
$3.05M0.15%2,973
-164
-5%
-$168K
1 3456739