LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.25B
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
1
$151M 7.11%
716,185
-12,738
2
$110M 5.2%
247,020
+1,013
3
$89M 4.2%
720,502
-15,498
4
$88.9M 4.19%
332,413
-8,118
5
$70.5M 3.33%
365,059
-2,321
6
$44.5M 2.1%
244,200
-3,812
7
$36.2M 1.71%
733,419
-13,372
8
$35.1M 1.66%
69,637
-2,056
9
$34M 1.6%
62,386
-323
10
$30M 1.42%
266,692
+20,229
11
$23.8M 1.12%
26,315
+13
12
$20.8M 0.98%
119,821
-1,557
13
$18.9M 0.89%
93,246
-1,602
14
$17M 0.8%
92,660
+1,476
15
$15.7M 0.74%
285,995
+527
16
$15.7M 0.74%
23,277
-71
17
$15.7M 0.74%
126,686
+6,883
18
$14.9M 0.7%
104,424
-541
19
$14.8M 0.7%
56,506
-427
20
$14.5M 0.68%
1,184,114
21
$14.1M 0.66%
87,710
+2,050
22
$12.6M 0.6%
14,879
-408
23
$12.3M 0.58%
24,102
-1,532
24
$12.3M 0.58%
67,356
-119
25
$11.6M 0.55%
33,617
-725
1
2 3 4 5