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
$2.65M0.13%7,796
-135
-2%
-$45.9K
$2.64M0.13%37,498
-84
-0.2%
-$5.91K
$2.63M0.13%19,491
-1,488
-7%
-$201K
$2.61M0.13%62,359
+1,850
+3%
+$77.4K
$2.59M0.12%9,288
-105
-1%
-$29.3K
$2.58M0.12%7,411
-13
-0.2%
-$4.53K
$2.58M0.12%36,011
-2,148
-6%
-$154K
$2.54M0.12%93,008
+60,496
+186%
+$1.65M
$2.54M0.12%44,911
+2,269
+5%
+$128K
$2.53M0.12%59,633
-3,240
-5%
-$137K
$2.53M0.12%5,200
-290
-5%
-$141K
$2.51M0.12%21,771
-649
-3%
-$74.8K
$2.48M0.12%18,740
-482
-3%
-$63.7K
$2.47M0.12%5,820
-776
-12%
-$330K
$2.47M0.12%46,304
-3,759
-8%
-$200K
$2.46M0.12%12,944
-5
-0%
-$950
$2.45M0.12%2,597
+17
+0.7%
+$16K
$2.38M0.11%9,612
-1,240
-11%
-$306K
$2.37M0.11%72,583
-5,842
-7%
-$191K
$2.37M0.11%25,584
-991
-4%
-$91.7K
$2.37M0.11%22,251
-2,236
-9%
-$238K
$2.36M0.11%12,885
-662
-5%
-$121K
$2.34M0.11%47,940
+116
+0.2%
+$5.67K
$2.34M0.11%161,470
-15,502
-9%
-$225K
$2.34M0.11%6,331
-174
-3%
-$64.3K
1 5678939