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
151
$2.78M 0.13%
6,246
-92
152
$2.76M 0.13%
697
+45
153
$2.76M 0.13%
27,195
-1,983
154
$2.72M 0.13%
38,479
+3,072
155
$2.72M 0.13%
6,672
-37
156
$2.71M 0.13%
11,207
-274
157
$2.7M 0.13%
47,251
-3,720
158
$2.68M 0.13%
5,745
-84
159
$2.68M 0.13%
7,165
-560
160
$2.67M 0.13%
61,428
+1,064
161
$2.65M 0.12%
2,521
-43
162
$2.64M 0.12%
204,926
-5,801
163
$2.63M 0.12%
67,002
-1,222
164
$2.61M 0.12%
13,410
-678
165
$2.59M 0.12%
16,631
-131
166
$2.57M 0.12%
28,619
+1,994
167
$2.56M 0.12%
34,148
-2,630
168
$2.55M 0.12%
11,954
+22
169
$2.52M 0.12%
18,301
+584
170
$2.5M 0.12%
96,510
-18
171
$2.49M 0.12%
25,690
-875
172
$2.49M 0.12%
41,505
+1,091
173
$2.48M 0.12%
3,155
-104
174
$2.48M 0.12%
19,469
+18
175
$2.46M 0.12%
27,617
-282
5 6
7
8 9