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
351
$999K 0.05%
31,806
+672
352
$987K 0.05%
12,178
+1,171
353
$983K 0.05%
9,803
+19
354
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16,660
355
$977K 0.05%
3,396
-161
356
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22,911
-171
357
$973K 0.05%
5,560
-44
358
$973K 0.05%
4,857
+302
359
$972K 0.05%
12,072
+500
360
$971K 0.05%
10,609
-131
361
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7,605
362
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15,958
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363
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68,294
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364
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227,473
-3,310
365
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13,607
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15,711
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367
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368
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369
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371
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8,954
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372
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373
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12,256
+1,364
374
$897K 0.04%
4,480
-1,541
375
$897K 0.04%
15,583
-404
13 14
15
16 17