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
626
$377K 0.02%
5,661
+94
627
$377K 0.02%
2,778
628
$377K 0.02%
21,449
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629
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630
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31,513
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631
$372K 0.02%
2,108
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632
$372K 0.02%
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633
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634
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635
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636
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637
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638
$362K 0.02%
30,955
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7,156
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640
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3,281
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211
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645
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646
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647
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1,411
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648
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1,707
649
$352K 0.02%
2,230
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650
$352K 0.02%
10,940
-893
24 25
26
27 28