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
401
$787K 0.04%
23,300
-447
402
$786K 0.04%
135,962
+1,794
403
$785K 0.04%
5,797
-97
404
$784K 0.04%
8,743
-149
405
$782K 0.04%
13,444
+156
406
$780K 0.04%
8,757
-177
407
$779K 0.04%
1,437
-37
408
$774K 0.04%
29,967
+599
409
$772K 0.04%
36,852
-1,530
410
$765K 0.04%
71,473
+446
411
$760K 0.04%
6,987
-724
412
$760K 0.04%
12,051
-380
413
$758K 0.04%
5,139
-73
414
$757K 0.04%
5,790
+95
415
$753K 0.04%
60,371
-804
416
$752K 0.04%
1,562
-111
417
$748K 0.04%
28,116
+325
418
$745K 0.04%
7,958
419
$742K 0.04%
51,221
-3,766
420
$738K 0.03%
25,724
+44
421
$737K 0.03%
46,213
-487
422
$736K 0.03%
19,313
-163
423
$732K 0.03%
10,768
-754
424
$732K 0.03%
3,536
+83
425
$731K 0.03%
21,806
-724
15 16
17
18 19