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
651
$352K 0.02%
3,704
-557
652
$351K 0.02%
9,255
-116
653
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4,412
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655
$348K 0.02%
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656
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9,594
658
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661
$342K 0.02%
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$341K 0.02%
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663
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22,101
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8,305
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$338K 0.02%
11,127
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666
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11,423
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5,860
672
$331K 0.02%
13,872
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$331K 0.02%
7,535
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674
$331K 0.02%
3,845
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675
$327K 0.02%
2,206
+40
25 26
27
28 29