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
876
$154K 0.01%
+13,125
877
$154K 0.01%
26,293
-2,355
878
$152K 0.01%
10,614
-434
879
$151K 0.01%
30,657
-25,417
880
$149K 0.01%
12,500
881
$145K 0.01%
+10,118
882
$143K 0.01%
21,235
-538
883
$142K 0.01%
17,246
884
$130K 0.01%
30,296
-14,716
885
$126K 0.01%
27,119
-2,292
886
$125K 0.01%
15,278
-1,363
887
$122K 0.01%
98,297
888
$114K 0.01%
55,800
-22,123
889
$114K 0.01%
26,334
+2,817
890
$113K 0.01%
12,202
-9,073
891
$112K 0.01%
30,452
+1,088
892
$108K 0.01%
563
+23
893
$102K ﹤0.01%
55,542
-117
894
$100K ﹤0.01%
10,922
-4,125
895
$94.6K ﹤0.01%
34,159
-2,050
896
$94.1K ﹤0.01%
24,070
+1,481
897
$93.9K ﹤0.01%
12,623
-4,826
898
$90.3K ﹤0.01%
+13,804
899
$87.1K ﹤0.01%
16,407
900
$81.9K ﹤0.01%
13,621
-1,646
34 35
36
37 38