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
501
$571K 0.03%
10,769
-124
502
$568K 0.03%
11,587
+137
503
$565K 0.03%
4,492
-172
504
$563K 0.03%
22,912
-784
505
$563K 0.03%
15,708
506
$562K 0.03%
1,251
-41
507
$562K 0.03%
12,368
508
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3,244
-406
509
$556K 0.03%
8,393
-1,167
510
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1,277
-173
511
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5,683
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512
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7,564
-2,278
513
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140,918
+21,461
514
$531K 0.03%
1,691
+69
515
$528K 0.02%
17,152
-1,095
516
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40,791
-42,207
517
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4,773
518
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59,056
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519
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3,211
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520
$522K 0.02%
233,077
+20,115
521
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4,685
-73
522
$519K 0.02%
3,687
-241
523
$519K 0.02%
46,465
-10,718
524
$519K 0.02%
27,008
525
$519K 0.02%
9,147
-980
19 20
21
22 23