LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.12B
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
973
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.71M
3
+$1.01M
4
APO icon
Apollo Global Management
APO
+$939K
5
BND icon
Vanguard Total Bond Market
BND
+$899K

Top Sells

1
+$9.33M
2
+$4.58M
3
+$2.68M
4
FICO icon
Fair Isaac
FICO
+$2.68M
5
ANET icon
Arista Networks
ANET
+$2.2M

Sector Composition

1 Technology 29.36%
2 Financials 9.64%
3 Healthcare 9.44%
4 Consumer Discretionary 8.33%
5 Communication Services 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.81M 0.09%
11,951
-86
227
$1.81M 0.09%
12,468
-115
228
$1.8M 0.08%
37,604
+1,102
229
$1.78M 0.08%
94,822
+33,951
230
$1.77M 0.08%
14,295
+776
231
$1.76M 0.08%
26,711
-571
232
$1.76M 0.08%
28,501
233
$1.75M 0.08%
5,448
-32
234
$1.74M 0.08%
27,800
-2,750
235
$1.74M 0.08%
4,659
+592
236
$1.73M 0.08%
8,926
-106
237
$1.73M 0.08%
374,429
+29,756
238
$1.71M 0.08%
12,875
-178
239
$1.7M 0.08%
23,018
-2,304
240
$1.7M 0.08%
21,591
-1,176
241
$1.69M 0.08%
5,650
-98
242
$1.68M 0.08%
12,253
-1,129
243
$1.65M 0.08%
9,491
-38
244
$1.65M 0.08%
32,957
-1,267
245
$1.64M 0.08%
23,355
+60
246
$1.64M 0.08%
9,435
-1,064
247
$1.63M 0.08%
12,593
+446
248
$1.61M 0.08%
3,778
-40
249
$1.61M 0.08%
6,223
-233
250
$1.6M 0.08%
24,291
-2,986
8 9
10
11 12