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
576
$443K 0.02%
2,247
-54
577
$441K 0.02%
3,828
-51
578
$440K 0.02%
1,370
+29
579
$439K 0.02%
3,075
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580
$436K 0.02%
8,535
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581
$435K 0.02%
1,559
+5
582
$434K 0.02%
2,976
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583
$434K 0.02%
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-15
584
$431K 0.02%
14,904
+3,306
585
$430K 0.02%
41,525
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586
$430K 0.02%
16,363
-876
587
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523
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588
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51,849
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589
$427K 0.02%
5,448
-908
590
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12,504
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591
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593
$419K 0.02%
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280
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595
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3,902
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7,511
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597
$411K 0.02%
10,830
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598
$409K 0.02%
13,132
-1,608
599
$407K 0.02%
10,243
-374
600
$407K 0.02%
3,979
+373
22 23
24
25 26