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
701
$306K 0.01%
41,713
-3,457
702
$305K 0.01%
1,837
-84
703
$305K 0.01%
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-2,147
704
$304K 0.01%
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705
$303K 0.01%
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706
$301K 0.01%
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707
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708
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709
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8,610
710
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639
711
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4,029
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712
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1,480
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714
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715
$294K 0.01%
7,698
716
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719
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710
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721
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722
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723
$286K 0.01%
5,396
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724
$286K 0.01%
9,236
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725
$286K 0.01%
2,090
+278
27 28
29
30 31