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
301
$1.18M 0.06%
48,801
-1,036
302
$1.18M 0.06%
8,365
+322
303
$1.17M 0.06%
5,186
+24
304
$1.17M 0.06%
22,253
+1,745
305
$1.16M 0.05%
4,009
-15
306
$1.16M 0.05%
6,959
-188
307
$1.16M 0.05%
32,118
-2,487
308
$1.16M 0.05%
5,141
-132
309
$1.15M 0.05%
3,013
+117
310
$1.15M 0.05%
1,776
-49
311
$1.15M 0.05%
10,825
-596
312
$1.14M 0.05%
11,178
-1,293
313
$1.13M 0.05%
13,786
+9,481
314
$1.13M 0.05%
7,468
-54
315
$1.13M 0.05%
32,036
-3,575
316
$1.12M 0.05%
56,611
-2,085
317
$1.12M 0.05%
5,694
-467
318
$1.12M 0.05%
20,635
-52
319
$1.11M 0.05%
41,783
320
$1.11M 0.05%
10,050
-212
321
$1.11M 0.05%
18,346
-1,124
322
$1.11M 0.05%
11,571
-1,384
323
$1.11M 0.05%
52,201
+3,926
324
$1.1M 0.05%
7,992
+305
325
$1.1M 0.05%
5,122
-113
11 12
13
14 15