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
251
$1.6M 0.08%
12,424
-206
252
$1.59M 0.08%
38,327
-12,911
253
$1.58M 0.07%
24,043
-1,222
254
$1.58M 0.07%
6,327
255
$1.58M 0.07%
137,935
+24,104
256
$1.57M 0.07%
9,806
-161
257
$1.56M 0.07%
34,057
-5,749
258
$1.55M 0.07%
12,045
+439
259
$1.51M 0.07%
39,227
-2,609
260
$1.5M 0.07%
38,183
-1,202
261
$1.5M 0.07%
17,864
-1,491
262
$1.5M 0.07%
19,017
-693
263
$1.5M 0.07%
19,296
-225
264
$1.5M 0.07%
10,956
-1,584
265
$1.49M 0.07%
10,900
-109
266
$1.48M 0.07%
12,475
-295
267
$1.46M 0.07%
32,114
+4,042
268
$1.46M 0.07%
12,457
+2,639
269
$1.46M 0.07%
6,794
-565
270
$1.45M 0.07%
5,869
-61
271
$1.45M 0.07%
13,995
-1,700
272
$1.44M 0.07%
26,851
-191
273
$1.43M 0.07%
3,290
-517
274
$1.43M 0.07%
29,476
-2,371
275
$1.41M 0.07%
9,282
-474
9 10
11
12 13