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
26
$11.5M 0.54%
58,017
-1,202
27
$11.4M 0.54%
78,140
-6,862
28
$11.3M 0.53%
11,078
-89
29
$10.8M 0.51%
24,462
+319
30
$10.4M 0.49%
112,123
31
$9.62M 0.45%
58,334
-688
32
$9.22M 0.43%
18,436
+274
33
$8.96M 0.42%
29,533
-1,733
34
$8.83M 0.42%
76,686
+14,845
35
$8.76M 0.41%
200,264
-3,503
36
$8.69M 0.41%
61,553
-975
37
$8.65M 0.41%
53,315
-1,135
38
$8.58M 0.4%
15,452
-421
39
$8.53M 0.4%
126,023
-1,877
40
$7.81M 0.37%
39,215
-1,021
41
$7.79M 0.37%
45,439
-299
42
$7.65M 0.36%
192,451
-1,469
43
$7.54M 0.36%
50,118
-2,753
44
$7.25M 0.34%
82,792
-25,164
45
$7.08M 0.33%
27,539
+355
46
$7.04M 0.33%
29,843
+995
47
$6.76M 0.32%
40,965
-7,195
48
$6.74M 0.32%
22,661
49
$6.72M 0.32%
26,885
+2,743
50
$6.68M 0.31%
90,611
-10,064
1
2
3 4 5