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
76
$4.37M 0.21%
8,057
+265
77
$4.36M 0.21%
13,094
-282
78
$4.28M 0.2%
5,440
-196
79
$4.21M 0.2%
35,297
+6
80
$4.21M 0.2%
13,416
-332
81
$4.18M 0.2%
37,992
+718
82
$4.18M 0.2%
18,941
-410
83
$4.17M 0.2%
141,213
+2,732
84
$4.17M 0.2%
7,796
-27
85
$4.11M 0.19%
220,962
-380
86
$4.08M 0.19%
52,131
+510
87
$4M 0.19%
75,278
+59
88
$4M 0.19%
12,093
+304
89
$3.95M 0.19%
67,341
-339
90
$3.94M 0.19%
18,982
-823
91
$3.93M 0.19%
126,958
-12,934
92
$3.88M 0.18%
16,318
+1,384
93
$3.87M 0.18%
40,011
-512
94
$3.87M 0.18%
16,195
-1,165
95
$3.84M 0.18%
11,293
-516
96
$3.78M 0.18%
131,270
-2,493
97
$3.77M 0.18%
96,256
-11,012
98
$3.75M 0.18%
90,817
+3,537
99
$3.72M 0.18%
13,817
+1,476
100
$3.69M 0.17%
21,772
-1,000
2 3
4
5 6