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
126
$3.13M 0.15%
58,456
+4,884
127
$3.12M 0.15%
204,715
+24,055
128
$3.09M 0.15%
3,745
-17
129
$3.09M 0.15%
29,016
-620
130
$3.08M 0.15%
13,507
-542
131
$3.08M 0.15%
39,123
+12
132
$3.08M 0.15%
18,242
-241
133
$3.05M 0.14%
348,204
+4,953
134
$3.05M 0.14%
22,456
-409
135
$3.04M 0.14%
71,421
+126
136
$3.02M 0.14%
8,070
-288
137
$2.94M 0.14%
66,629
+3,467
138
$2.94M 0.14%
14,469
-211
139
$2.91M 0.14%
152,233
-10,921
140
$2.9M 0.14%
6,054
+492
141
$2.89M 0.14%
12,211
-973
142
$2.89M 0.14%
43,468
+1,347
143
$2.88M 0.14%
16,598
+808
144
$2.86M 0.13%
12,789
-156
145
$2.86M 0.13%
51,973
-1,782
146
$2.85M 0.13%
28,383
+2,596
147
$2.85M 0.13%
88,594
+19,862
148
$2.79M 0.13%
5,963
+30
149
$2.79M 0.13%
40,614
-13,505
150
$2.79M 0.13%
79,555
-5,658
4 5
6
7 8