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
176
$2.43M 0.11%
47,941
177
$2.43M 0.11%
9,530
-202
178
$2.41M 0.11%
22,627
-200
179
$2.4M 0.11%
4,385
-395
180
$2.39M 0.11%
115,000
181
$2.39M 0.11%
177,938
+2,305
182
$2.38M 0.11%
51,156
-595
183
$2.37M 0.11%
31,491
+103
184
$2.37M 0.11%
10,874
-67
185
$2.35M 0.11%
37,085
+902
186
$2.33M 0.11%
13,217
-93
187
$2.31M 0.11%
49,585
188
$2.31M 0.11%
18,329
+3,823
189
$2.3M 0.11%
9,521
+538
190
$2.3M 0.11%
35,173
-1,168
191
$2.26M 0.11%
33,522
-382
192
$2.25M 0.11%
7,532
+509
193
$2.24M 0.11%
67,064
-2,180
194
$2.23M 0.11%
10,578
-89
195
$2.23M 0.11%
14,952
-351
196
$2.23M 0.1%
751
-6
197
$2.2M 0.1%
30,236
+304
198
$2.17M 0.1%
24,306
-76
199
$2.16M 0.1%
62,148
-4,393
200
$2.15M 0.1%
12,744
6 7
8
9 10