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
676
$327K 0.02%
1,354
-34
677
$326K 0.02%
7,907
-323
678
$326K 0.02%
13,730
679
$325K 0.02%
18,202
-5,793
680
$324K 0.02%
6,048
-202
681
$323K 0.02%
2,672
+12
682
$322K 0.02%
11,684
+2,002
683
$322K 0.02%
6,826
-233
684
$322K 0.02%
12,811
-1,334
685
$322K 0.02%
1,893
+171
686
$319K 0.02%
15,143
-1,023
687
$318K 0.02%
3,822
+15
688
$318K 0.02%
10,767
-123
689
$316K 0.01%
192
+2
690
$314K 0.01%
25,108
+5,108
691
$314K 0.01%
6,621
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$313K 0.01%
3,199
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693
$313K 0.01%
5,727
-1
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$311K 0.01%
13,543
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695
$311K 0.01%
8,611
-6
696
$310K 0.01%
7,332
-636
697
$309K 0.01%
2,766
698
$309K 0.01%
9,456
-732
699
$308K 0.01%
4,843
-3
700
$307K 0.01%
10,854
+50
26 27
28
29 30