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
101
$3.68M 0.17%
1,207,676
-35,532
102
$3.67M 0.17%
20,096
+108
103
$3.62M 0.17%
212,850
-14,370
104
$3.54M 0.17%
49,078
-219
105
$3.52M 0.17%
62,215
-3,221
106
$3.51M 0.17%
6,002
-14
107
$3.5M 0.16%
79,359
+11,099
108
$3.5M 0.16%
16,374
-599
109
$3.46M 0.16%
123,741
+8,483
110
$3.43M 0.16%
30,514
-1,538
111
$3.42M 0.16%
8,128
+327
112
$3.38M 0.16%
37,681
+900
113
$3.35M 0.16%
33,155
+18
114
$3.33M 0.16%
56,021
+502
115
$3.31M 0.16%
32,981
-207
116
$3.22M 0.15%
21,768
-104
117
$3.2M 0.15%
69,713
-1,020
118
$3.2M 0.15%
20,113
-5,003
119
$3.19M 0.15%
22,590
-1,494
120
$3.18M 0.15%
40,824
-4,946
121
$3.17M 0.15%
24,071
+470
122
$3.16M 0.15%
18,254
+265
123
$3.15M 0.15%
29,600
+1,320
124
$3.13M 0.15%
32,244
-269
125
$3.13M 0.15%
53,509
-206
3 4
5
6 7