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
526
$517K 0.02%
9,254
-34
527
$513K 0.02%
4,726
-449
528
$513K 0.02%
11,196
-777
529
$512K 0.02%
5,204
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530
$508K 0.02%
9,410
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531
$508K 0.02%
8,683
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532
$508K 0.02%
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2,032
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534
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535
$504K 0.02%
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536
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537
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538
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3,826
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539
$493K 0.02%
13,403
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540
$492K 0.02%
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541
$491K 0.02%
6,873
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542
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3,078
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543
$489K 0.02%
16,794
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544
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546
$476K 0.02%
19,036
-16
547
$473K 0.02%
47,619
548
$473K 0.02%
58,883
+1,006
549
$471K 0.02%
17,910
550
$471K 0.02%
1,525
+10
20 21
22
23 24