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
201
$2.14M 0.1%
6,962
-20
202
$2.13M 0.1%
29,216
-254
203
$2.12M 0.1%
6,448
+48
204
$2.12M 0.1%
27,531
-889
205
$2.11M 0.1%
59,163
+1,266
206
$2.1M 0.1%
18,380
-141
207
$2.1M 0.1%
43,182
+5,297
208
$2.07M 0.1%
64,633
+80
209
$2.07M 0.1%
17,501
-52
210
$2.03M 0.1%
7,331
-61
211
$2.03M 0.1%
27,868
-487
212
$2.02M 0.1%
2,240
-51
213
$2.01M 0.09%
8,914
+238
214
$1.97M 0.09%
41,823
-4,320
215
$1.96M 0.09%
41,357
-2,981
216
$1.95M 0.09%
99,241
-2,785
217
$1.94M 0.09%
9,539
-290
218
$1.93M 0.09%
2,547
-287
219
$1.84M 0.09%
47,811
-6,081
220
$1.84M 0.09%
10,103
-608
221
$1.83M 0.09%
3,625
-55
222
$1.83M 0.09%
27,448
+1,468
223
$1.83M 0.09%
106,727
-1,354
224
$1.82M 0.09%
168,802
-1,210
225
$1.82M 0.09%
12,910
+56
7 8
9
10 11