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
$672M
AUM Growth
+$84.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$12.5M
3
+$5.08M
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$4.18M
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$4.15M

Top Sells

1
+$9.07M
2
+$1.3M
3
+$1.21M
4
QUOT
Quotient Technology Inc
QUOT
+$567K
5
GE icon
GE Aerospace
GE
+$543K

Sector Composition

1 Financials 16.88%
2 Technology 16.61%
3 Healthcare 12.89%
4 Communication Services 8.19%
5 Industrials 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$727K 0.11%
5,480
227
$725K 0.11%
30,092
+232
228
$723K 0.11%
84,490
+11,091
229
$723K 0.11%
6,795
+210
230
$720K 0.11%
51,909
-1,239
231
$720K 0.11%
5,445
+268
232
$717K 0.11%
8,858
+817
233
$714K 0.11%
+10,782
234
$711K 0.11%
4,237
+46
235
$711K 0.11%
1,590
+10
236
$711K 0.11%
17,556
+809
237
$705K 0.1%
175,333
238
$703K 0.1%
9,488
+164
239
$699K 0.1%
102,102
+1,957
240
$698K 0.1%
327,637
+13,378
241
$695K 0.1%
13,412
-1,486
242
$694K 0.1%
124,661
-4,036
243
$694K 0.1%
42,329
+4,550
244
$693K 0.1%
9,000
+297
245
$690K 0.1%
109,567
+4,180
246
$686K 0.1%
8,180
+82
247
$686K 0.1%
3,207
-150
248
$682K 0.1%
11,948
+710
249
$681K 0.1%
15,558
+844
250
$681K 0.1%
7,332
-809
8 9
10
11 12