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
776
$239K 0.01%
3,500
+255
777
$239K 0.01%
6,398
-1,034
778
$239K 0.01%
2,605
-24
779
$238K 0.01%
1,886
+11
780
$236K 0.01%
1,152
-6
781
$236K 0.01%
795
-49
782
$236K 0.01%
1,571
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783
$236K 0.01%
12,016
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784
$235K 0.01%
9,485
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785
$234K 0.01%
1,340
786
$232K 0.01%
1,687
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787
$232K 0.01%
6,443
788
$232K 0.01%
13,620
-1,825
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$231K 0.01%
3,287
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790
$231K 0.01%
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791
$231K 0.01%
6,902
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793
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6,017
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795
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12,081
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796
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930
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4,005
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$228K 0.01%
6,405
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799
$228K 0.01%
945
-126
800
$226K 0.01%
3,184
-729
30 31
32
33 34