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
851
$187K 0.01%
14,380
852
$186K 0.01%
11,287
-43
853
$186K 0.01%
38,204
854
$185K 0.01%
24,664
855
$184K 0.01%
18,207
-5,804
856
$183K 0.01%
11,792
857
$178K 0.01%
12,996
858
$174K 0.01%
21,077
859
$173K 0.01%
14,281
-1,485
860
$173K 0.01%
13,892
861
$172K 0.01%
14,453
862
$171K 0.01%
11,798
+228
863
$171K 0.01%
20,278
864
$170K 0.01%
20,853
865
$170K 0.01%
25,435
+4,625
866
$169K 0.01%
12,534
867
$169K 0.01%
22,449
868
$168K 0.01%
11,232
869
$167K 0.01%
+17,892
870
$166K 0.01%
12,355
-2,163
871
$164K 0.01%
11,400
872
$163K 0.01%
21,329
873
$163K 0.01%
31,678
874
$162K 0.01%
15,125
875
$160K 0.01%
12,996
33 34
35
36 37