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
51
$6.62M 0.31%
21,457
-994
52
$6.36M 0.3%
9,680
-417
53
$6.27M 0.3%
30,580
-787
54
$6.24M 0.29%
98,098
-4,659
55
$6.17M 0.29%
39,456
+1,011
56
$6.08M 0.29%
13,632
+562
57
$6.06M 0.29%
58,285
-10,284
58
$5.94M 0.28%
125,034
-8,744
59
$5.87M 0.28%
75,235
+2,258
60
$5.71M 0.27%
22,388
-1,547
61
$5.66M 0.27%
28,082
-289
62
$5.62M 0.27%
56,641
-93,938
63
$5.57M 0.26%
24,055
-859
64
$5.52M 0.26%
17,654
-323
65
$5.49M 0.26%
12,128
-129
66
$5.47M 0.26%
51,356
-384
67
$5.14M 0.24%
9,288
-285
68
$5.13M 0.24%
71,204
+12,478
69
$5.12M 0.24%
22,634
+72
70
$4.92M 0.23%
3,852
-51
71
$4.85M 0.23%
11,053
+285
72
$4.82M 0.23%
26,807
-32
73
$4.61M 0.22%
23,711
-154
74
$4.52M 0.21%
11,703
-68
75
$4.47M 0.21%
12,261
-1,580
1 2
3
4 5