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
751
$257K 0.01%
5,063
-561
752
$257K 0.01%
2,802
+273
753
$257K 0.01%
7,228
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754
$256K 0.01%
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755
$255K 0.01%
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756
$255K 0.01%
8,987
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757
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759
$254K 0.01%
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760
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761
$253K 0.01%
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763
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8,617
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769
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771
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772
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22,274
773
$243K 0.01%
664
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774
$242K 0.01%
2,073
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$241K 0.01%
1,595
+11
29 30
31
32 33