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
901
$78.8K ﹤0.01%
18,113
-3,496
902
$67.6K ﹤0.01%
2,589
-3,020
903
$67K ﹤0.01%
29,116
-4,681
904
$64.9K ﹤0.01%
36,860
905
$64.7K ﹤0.01%
10,255
-424
906
$64K ﹤0.01%
11,233
907
$57.5K ﹤0.01%
+14,120
908
$55.5K ﹤0.01%
10,000
909
$37.3K ﹤0.01%
26,625
910
$31.6K ﹤0.01%
1,116
-1,554
911
$30K ﹤0.01%
16,826
-2,675
912
$18.8K ﹤0.01%
+841
913
$13.6K ﹤0.01%
12,406
-23,079
914
– –
-677
915
– –
-544
916
– –
-9,558
917
– –
-11,285
918
– –
-853
919
– –
-3,095
920
– –
-415
921
– –
-2,087
922
– –
-3,553
923
– –
-1,526
924
– –
-3,281
925
– –
-3,634
35 36
37
38 39