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
326
$1.1M 0.05%
8,737
-513
327
$1.09M 0.05%
4,884
-116
328
$1.09M 0.05%
22,313
-2,738
329
$1.09M 0.05%
9,600
-891
330
$1.09M 0.05%
7,169
-33
331
$1.08M 0.05%
13,933
-63
332
$1.08M 0.05%
7,912
-298
333
$1.08M 0.05%
30,259
-229
334
$1.07M 0.05%
3,240
-58
335
$1.07M 0.05%
13,070
+17
336
$1.06M 0.05%
8,192
-194
337
$1.06M 0.05%
21,494
+423
338
$1.06M 0.05%
4,559
+2,095
339
$1.06M 0.05%
33,508
-266
340
$1.06M 0.05%
11,276
+5,121
341
$1.05M 0.05%
7,951
-192
342
$1.05M 0.05%
1,818
343
$1.05M 0.05%
11,326
-251
344
$1.05M 0.05%
14,893
+398
345
$1.04M 0.05%
17,684
-9,831
346
$1.03M 0.05%
1,739
-378
347
$1.03M 0.05%
46,265
-600
348
$1.01M 0.05%
2,588
+17
349
$1.01M 0.05%
9,451
+71
350
$1.01M 0.05%
+13,111
12 13
14
15 16