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
276
$1.4M 0.07%
12,488
-1,272
277
$1.4M 0.07%
19,461
-87
278
$1.4M 0.07%
5,978
+28
279
$1.39M 0.07%
14,638
+415
280
$1.39M 0.07%
7,566
+532
281
$1.36M 0.06%
21,850
282
$1.35M 0.06%
21,323
-816
283
$1.34M 0.06%
12,696
-13
284
$1.33M 0.06%
9,607
-157
285
$1.33M 0.06%
19,480
-197
286
$1.32M 0.06%
47,538
287
$1.3M 0.06%
25,460
288
$1.3M 0.06%
28,739
+912
289
$1.27M 0.06%
10,727
+7,952
290
$1.26M 0.06%
4,294
-278
291
$1.25M 0.06%
10,569
+90
292
$1.25M 0.06%
21,561
-2,324
293
$1.25M 0.06%
7,144
-140
294
$1.25M 0.06%
20,780
-1,829
295
$1.23M 0.06%
2,176
-25
296
$1.22M 0.06%
11,893
-347
297
$1.21M 0.06%
197,758
-1,108
298
$1.19M 0.06%
28,514
+2,214
299
$1.19M 0.06%
5,470
-22
300
$1.19M 0.06%
18,804
-1,874
10 11
12
13 14