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
826
$212K 0.01%
25,503
+702
827
$212K 0.01%
3,410
-337
828
$211K 0.01%
+2,266
829
$211K 0.01%
1,356
-136
830
$211K 0.01%
4,136
+227
831
$210K 0.01%
22,622
-5,707
832
$209K 0.01%
549
+6
833
$209K 0.01%
31,425
+37
834
$208K 0.01%
3,607
-129
835
$207K 0.01%
+4,168
836
$207K 0.01%
3,737
-571
837
$207K 0.01%
2,366
-226
838
$206K 0.01%
+7,167
839
$206K 0.01%
+4,780
840
$205K 0.01%
+8,868
841
$205K 0.01%
2,053
-607
842
$205K 0.01%
5,971
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843
$204K 0.01%
7,385
-207
844
$204K 0.01%
26,831
-8,454
845
$204K 0.01%
+611
846
$201K 0.01%
10,685
+166
847
$199K 0.01%
10,000
848
$197K 0.01%
10,979
-66
849
$195K 0.01%
10,218
+36
850
$189K 0.01%
45,321
+11,914
32 33
34
35 36