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
726
$285K 0.01%
12,452
-3,844
727
$284K 0.01%
38,073
-829
728
$284K 0.01%
12,832
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729
$284K 0.01%
3,970
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730
$284K 0.01%
6,778
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731
$282K 0.01%
4,574
-313
732
$281K 0.01%
1,383
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733
$281K 0.01%
16,101
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734
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-297
735
$279K 0.01%
947
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736
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737
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4,814
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738
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739
$273K 0.01%
4,349
740
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743
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95,673
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744
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7,500
746
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16,609
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747
$262K 0.01%
12,203
748
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+5,000
749
$260K 0.01%
12,563
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750
$257K 0.01%
1,551
+14
28 29
30
31 32