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
$2.03M0.1%6,751
-304
-4%
-$91.3K
$2.02M0.1%11,290
-1,086
-9%
-$194K
$1.98M0.1%32,453
-564
-2%
-$34.5K
$1.98M0.1%19,994
+3,392
+20%
+$336K
$1.97M0.09%40,421
+1,207
+3%
+$58.9K
$1.97M0.09%27,321
+24,393
+833%
+$1.76M
$1.97M0.09%3,705
-63
-2%
-$33.5K
$1.94M0.09%25,646
-1,402
-5%
-$106K
$1.94M0.09%13,892
-2,372
-15%
-$331K
$1.92M0.09%25,033
-208
-0.8%
-$16K
$1.91M0.09%11,096
-3,052
-22%
-$526K
$1.91M0.09%22,723
-491
-2%
-$41.3K
$1.9M0.09%12,848
-113
-0.9%
-$16.7K
$1.89M0.09%35,237
+706
+2%
+$37.9K
$1.89M0.09%290,920
-49,154
-14%
-$319K
$1.88M0.09%31,491
-3,849
-11%
-$230K
$1.87M0.09%32,472
+77
+0.2%
+$4.42K
$1.84M0.09%9,521
-245
-3%
-$47.2K
$1.82M0.09%6,266
-98
-2%
-$28.4K
$1.79M0.09%21,015
-689
-3%
-$58.8K
$1.79M0.09%14,047
+896
+7%
+$114K
$1.75M0.08%56,075
-6,856
-11%
-$214K
$1.75M0.08%1,474
-47
-3%
-$55.7K
$1.73M0.08%5,837
+96
+2%
+$28.4K
$1.72M0.08%10,408
-133
-1%
-$22K
1 789101139